SMArtX Advisory Solutions

Overview

SMArtX Advisory Solutions is an institutional registered investment adviser organized as a limited liability company and first registered with the SEC in 2018. The firm positions itself as a capital allocator serving institutional clients and reports advisory activities that include portfolio management for individuals and small businesses as well as the selection of other advisers. Its fee arrangements include percentage-of-AUM pricing plus other fee types. The firm does not characterize itself as an active ESG investor and is not registered as a multi-state or newly formed adviser. Industry affiliations listed in the source include broker-dealer and CPO/CTA relationships.

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Location & Offices