Smartvalue Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 142786
- Website
- www.smartvalueinvmgmt.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Smartvalue Investment Management, LLC is a small limited-liability advisory firm focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a client base made up of individual and family investors. It does not position itself as an ESG investor, is not multi-state registered, and does not function as a pension consultant or capital allocator; its activities center on discretionary support and non-discretionary portfolio implementation for private clients.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents55%
- Exchange Traded Equities25%
- Public Funds/Mutual Funds20%
Contacts
1 of 1Keith Henkin
Portfolio ManagerCRD 2421916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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