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- Custodian
- Etrade · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-30-2019
- Office Locations
- 1
Office Locations
About Smaart LLC
SMAART Company (SMAART LLC) is a Miami-area CPA and advisory firm serving entrepreneurs and small business owners. It provides bookkeeping, payroll, financial statements, tax planning/prep, and audit/consulting, plus insurance and wealth management/investment advisory support. The team serves clients nationwide and internationally, uses modern accounting software for streamlined reporting, and has IRS law practitioners review each tax return. Public filings show managed assets invested in ETFs.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Radiel Dominguez
Certified Financial Planner
- CRD
- #7152861
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,700 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,700 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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