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Smart Choice Financial Planning
SMART CHOICE FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in ST. JOHN, IN. The firm manages approximately $96 million in regulatory assets.
Smart Choice Financial Planning
SMART CHOICE FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in ST. JOHN, IN. The firm manages approximately $96 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What is known about Smart Choice Financial Planning's investment strategy?
Nothing is publicly known. The firm's SEC registration and name suggest a financial planning orientation, but no asset allocation, sector focus, or deal activity has been reported by financial media or data aggregators. The absence of a website, LinkedIn presence, or voluntary disclosures precludes any characterization of its investment posture.
Who runs investment decisions at Smart Choice Financial Planning?
No principals are publicly identified. The firm has not disclosed its ownership, investment committee structure, or key decision-makers through SEC filings, media coverage, or industry directories. Without a website or LinkedIn presence, even basic personnel information is unavailable.
Is Smart Choice Financial Planning structured as a single family office?
The entity type cannot be confirmed from public records. While the name and SEC registration are consistent with a family-run financial planning and wealth management vehicle, the absence of any disclosed wealth origin, family name, or operational structure leaves the classification unresolved.
Does Smart Choice Financial Planning participate in fund commitments or direct deals?
No fund commitments, direct investments, or co-investments attributable to Smart Choice Financial Planning appear in any public database, news archive, or regulatory filing. Whether the firm deploys capital directly, through intermediaries, or not at all is unknown.
Where does the underlying wealth come from?
The source of capital has not been disclosed. No founding entrepreneur, corporate exit, inheritance, or operating business has been publicly linked to Smart Choice Financial Planning.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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