CRD: 146422
Street Smart Financial, LLC
$58.0M Total AUM
$57.0M Disc. AUM
-- 3Y CAGR
2 Employees
59 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-25-2008
- Office Locations
- 1
Office Locations
21 Worthen RD Suite 1-2B Lexington MA
About Street Smart Financial, LLC
Street Smart Financial is a fee-only RIA in Lexington, MA led by Rand Spero, CFP®, providing investment management and financial planning for individuals navigating major life transitions. The firm emphasizes client education and data-driven portfolio construction. Portfolios are implemented primarily with ETFs alongside U.S. government/agency fixed income, with assets custodied at Charles Schwab.
Team overview
-- AVG AGE
$58.0M AVG AUM / ADVISOR
$983.1K AVG AUM / CLIENT
18.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
R
RAND KEVIN SPERO
President
- CRD
- #5491796
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,000,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $58,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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