Smartasset
Firm details
- Headquarters
- New York, New York
- CRD number
- 307375
- Registered since
- April 3, 2020
- Website
- smartasset.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Smartasset is organized as a limited liability company and operates as an independent registered investment adviser. The firm is SEC-registered (registration year: 2020). Ownership is listed as a combination of a domestic entity and an individual. Public filings indicate the adviser is not a capital allocator and does not identify as an active ESG investor. The firm's fee structure is categorized as "Other," and the dataset does not provide detail on client segments or specific advisory services offered.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
James Kennedy
Chief Compliance OfficerCRD 2591349
Michael Carvin
Chief Executive Officer & Co-FounderCRD 5226925
Meghan Lapides
Chief People OfficerCRD 7525246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 122 E 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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