Smart Investor
Legal Name: SMART INVESTOR, LLC
Full Contact Details
Smart Investor
915 HIGHLAND POINTE DRIVE, SUITE 250, ROSEVILLE, CA
916-724-5217
916-724-5317
Other Info
SMART INVESTOR, LLC is a California-based Limited Liability Company with a team of 10 employees, seven of whom are advisors. With a focus on serving 20 clients, the firm has received SEC approval and has been registered since April 3, 2003.
Edelman Financial Engines | Edelman Financial Engines
FIND A FINANCIAL PLANNER NEAR ME Our Locations We have planners in 145+ locations nationwide who are ready to partner with you to help support the future you desire. Explore our locations to find one that may suit you and your needs. City, State or ZIP Code Find a planner See All Locations Alabama B…
Direct Owners
-
JAMES CRAIG HOLST
CHIEF COMPLIANCE OFFICER owns less than 5%
-
MICHAEL GREGORY TUDOR
PRESIDENT/CHIEF OPERATING OFFICER owns less than 5%
-
SLOY, DAHL & HOLST, LLC
OWNER owns 75% or more
Indirect Owners
-
RONALD JOSEPH SLOY
SHAREHOLDER/VICE PRESIDENT owns more than 50% but less than 75%