Smartleaf Asset Management LLC
Legal Name: SMARTLEAF ASSET MANAGEMENT LLC
Full Contact Details
Smartleaf Asset Management LLC
ONE BOWDOIN SQUARE, 10TH FLOOR, BOSTON, MA
857-366-9340
617-491-5556
Other Info
Smartleaf Asset Management LLC is a Delaware-based Limited Liability Company with 7 employees, including 4 advisors. Its client count remains unknown, but their SEC registration status was approved in February 2015.
SAM | Personalized Portfolios Made Simple
Discover Smartleaf Asset Management, an SEC-Registered Investment Advisor that provides automated tax-managed, index-based separately managed accounts.
Direct Owners
-
DIANA W NEUSS
MEMBER, CHIEF COMPLIANCE OFFICER owns less than 5%
-
GERARD ALEXANDER MICHAEL
MANAGING MEMBER owns less than 5%
-
SMARTLEAF INC
MANAGING MEMBER, PARENT COMPANY owns 75% or more