Smart Money is an investment advisor in Eastland with $260.17 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
813038854
SEC advisor number
801-107979
FINRA CRD number
284187
AUM ?
$286.46 mm
(as of 2 Apr 24)
Accounts
1,460
(as of 2 Apr 24)
Employees
21
(7 investment advisory or research)
Address
Smart Money
PO BOX 904
EASTLAND
TX 76448
PO BOX 904
EASTLAND
TX 76448
Phone
254-629-3863
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21