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Smart Investments Advisory Incorporated (Redlands)


Smart Investments Advisory Incorporated is an adviser based in Redlands. It manages $11.5 million of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2007.

Smart Investments Advisory Incorporated provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Smart Investments Advisory Incorporated: assets under management

The assets under management (AUM) of Smart Investments Advisory Incorporated is $11.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $205.36 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smart Investments Advisory Incorporated for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Redlands

The principal office where Smart Investments Advisory Incorporated performs its advisory services is located at 1706 Plum Lane, Redlands, CA 92374 4577, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 909-335-8565 or by fax 909-335-8573. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday.


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