Smarter Bear Financial Advisory
Firm details
- Headquarters
- ,
- CRD number
- 325148
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Smarter Bear Financial Advisory is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model is flexible, combining a percentage of assets under management with hourly and fixed-fee engagements. Smarter Bear does not position itself as an ESG-focused manager, is not a multi-state adviser, and does not operate as a capital allocator, pension consultant, or related-adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- US Government Bonds18%
- Investment Grade Corp Bonds13%
- State & Local Bonds8%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2
Duncan Perry
Founder and Chief Compliance Officer (CCO)CRD 7692731
Lawrence Derany
Founder & Chief Investment OfficerCRD 7692869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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