Smart Financial Advisors, LLC (Devon)

Name: Smart Financial Advisors, LLC
Address: 80 Lancaster Avenue, Devon, PA, 19333
Telephone: 610-254-0700

Smart Financial Advisors, LLC is a large advisory firm based in Devon. It manages $111.86 million of regulatory assets for 611 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Colorado, Florida, Illinois, and 6 other states.

Smart Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Smart Financial Advisors: assets under management

The assets under management (AUM) of Smart Financial Advisors, LLC is $111.86 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smart Financial Advisors, LLC 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.

Careers at Smart Financial Advisors, LLC

James Phillip Quinlan has been acting as President since 1 Sep 1999. Adrienne Maria Belville joined the executive team most recently as the Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Phillip Quinlan	President	1 Sep 1999	Other	2267483
Llp Smart & Associates	Partnership	1 Sep 1999	75% - 100%	23-2792198
Adrienne Maria Belville	Compliance officer	1 Aug 2004	Other	4170535

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
James J Smart	Partner	1 Jun 1988	25% - 50%	4498725

Based in Devon

The principal office where Smart Financial Advisors, LLC performs its advisory services is located at 80 Lancaster Avenue, Devon, PA 19333, which is also the mailing address of the firm. An additional office of the firm is in Towson, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-254-0700 or by fax 610-947-1910. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.smartassociates.com/sfa.htm.