CRD: 142786
Smartvalue Investment Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-30-2007
- Office Locations
- 1
Office Locations
About Smartvalue Investment Management, LLC
SmartValue Investment Management LLC is a Connecticut-based RIA serving retail clients with investment recommendations, portfolio management, and retirement and wealth planning. The firm emphasizes asset allocation, diversification, and ongoing portfolio servicing, with a value-driven approach that relies on detailed valuation work and risk analysis rather than market timing. Investment focus includes value-oriented equities alongside ETFs and mutual funds as conditions warrant.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
KEITH DAVID HENKIN
Investment Advisor
- CRD
- #2421916
Showing 1 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,882,525 | -- |
| Total | $1,882,525 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing