Smartasset
Smartasset is an SEC-registered ria in New York, NY with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Smartasset: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307375, SEC 801-118374, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-03-20)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 250
- CRD
- 307375
- Ownership
- MALLOY, THOMAS, W; CARVIN, MICHAEL, ANTHONY; TAYLOR, CHRISTOPHER, C.; Gun, Aniket, Anand; Lafeer, Mohamed, Firoze
How much AUM does Smartasset have?
Smartasset reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Smartasset?
Disclosed owners and executives of Smartasset include MALLOY, THOMAS, W, CARVIN, MICHAEL, ANTHONY, TAYLOR, CHRISTOPHER, C., Gun, Aniket, Anand, Lafeer, Mohamed, Firoze. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.