A SMARTER WAY TO INVEST, INC.
CRD #166170 SEC #801-110895 BRIGHTON, MI 810-588-6178
SEC Registered
Total AUM
$112.2M
Discretionary
$111.9M
Employees
8
Clients
0
Accounts
770
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | |
| Meyer, Nathan, D | I | DIRECTOR OF COMPLIANCE & OPERATIONS | NA | |
| BRIGGS, RONALD, JOHN | I | FOUNDER, CHIEF EXECUTIVE OFFICER, & CCO | E | Control |
| BRIGGS, RONALD, JOHN | I | FOUNDER, CHIEF EXECUTIVE OFFICER, & CCO | E | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRIGGS, RONALD, JOHN | I | CHIEF EXECUTIVE OFFICER | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (3)
CO FL MI
Address
1024 E. GRAND RIVER AVESUITE B
BRIGHTON, MI 48116
United States
Phone: 810-588-6178