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Smart Choice Financial Planning
SMART CHOICE FINANCIAL PLANNING, INC. is a state-registered investment adviser in ST. JOHN, IN. The firm manages approximately $96 million in regulatory assets.
Overview
SMART CHOICE FINANCIAL PLANNING, INC. is a state-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
RIA
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.
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.
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