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 14 Mar 24)
Accounts
1,460
(as of 14 Mar 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