# SMART PORTFOLIO

SMART PORTFOLIO is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** smartportfolio.com

## Regulatory record

- **CRD number:** 324633
- **SEC file number:** 801-127212
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324633

## About

SMART PORTFOLIO is an SEC-registered investment adviser in BREA, CA. The firm manages approximately $44 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Related profiles

- [SLS Invest](https://altss.com/profile/sls-invest)
- [Smart Reno](https://altss.com/profile/smart-reno)

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Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/smart-portfolio

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