$44.1M Total AUM
$44.1M Disc. AUM
-- 3Y CAGR
2 Employees
59 ADV. Clients
3 yrs Firm Age
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- Custodian
- Betterment · Empower · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-10-2023
- Office Locations
- 1
Office Locations
3230 E. Imperial Highway Suite 300 Brea CA
About Smart Portfolio
Smart Portfolio LLC is an SEC-registered RIA providing fee-based investment advisory and discretionary portfolio management for retail and institutional clients. The firm focuses on asset allocation and portfolio construction using ETFs and mutual funds, with the ability to incorporate fixed income and alternative exposures (e.g., real estate/hedge funds). Platform/custody relationships include Betterment Securities and SEI.
Team overview
-- AVG AGE
$44.1M AVG AUM / ADVISOR
$748.0K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ALEKSANDR REVMIROVICH DYO
Chief Compliance Officer, Manager
- CRD
- #4660824
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,132,000 | $735,533 |
| Non-Discretionary | $0 | -- |
| Total | $44,132,000 | $735,533 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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