STREET SMART FINANCIAL, LLC

Overview

Street Smart Financial, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its billing is flexible—percent of AUM, hourly charges and fixed fees are used depending on the engagement. Investment activity is centered on public equities, with a clear preference for exchange-traded securities. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser, which suggests a locally focused client base and operating footprint. Portfolio mandates appear largely discretionary, reflecting a hands-on approach to asset allocation and day-to-day management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices