Investment adviser · CRD 129208
SMART401K, LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Mar 30, 2018
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 8,649 | $0 | Not reported |
Filing source
Form ADV 1197383 · Mar 30, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2018. View historical filings
Reported services
Not reported in these imported fields
Compensation
Fixed
Principal office
10950 GRANDVIEW DRIVE, SUITE 500OVERLAND PARK, KS, 66210, United States
CRD 129208
Filing source
Form ADV 1197383 · Mar 30, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.