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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $112.2M | $111.9M | $278.5K | 8 | 0 |
| Sep 2024 | $84.8M | $84.5M | $278.5K | 8 | 0 |
| Apr 2024 | $84.8M | $84.5M | $278.5K | 8 | 0 |
| Mar 2024 | $84.8M | $84.5M | $278.5K | 8 | 0 |
| Mar 2023 | $75.2M | $75.2M | $0 | 2 | 0 |
| Mar 2022 | $92.6M | $92.6M | $0 | 2 | 0 |
| Feb 2022 | $60.5M | $60.5M | $0 | 2 | 0 |
| Mar 2021 | $60.5M | $60.5M | $0 | 1 | 0 |
| Oct 2020 | $58.5M | $58.5M | $0 | 3 | 0 |
| Apr 2020 | $58.5M | $58.5M | $0 | 3 | 0 |
| Jan 2020 | $54.9M | $54.9M | $0 | 2 | 0 |
| Mar 2019 | $54.9M | $54.9M | $0 | 2 | 0 |
| Apr 2018 | $52.1M | $52.1M | $0 | 3 | 0 |
| Mar 2018 | $52.1M | $52.1M | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 2 | 1 |
| Jun 2017 | $0 | $0 | $0 | 2 | 1 |
DateMar 2025
Total AUM$112.2M
Discretionary$111.9M
Non-Disc.$278.5K
Employees8
Clients0
DateSep 2024
Total AUM$84.8M
Discretionary$84.5M
Non-Disc.$278.5K
Employees8
Clients0
DateApr 2024
Total AUM$84.8M
Discretionary$84.5M
Non-Disc.$278.5K
Employees8
Clients0
DateMar 2024
Total AUM$84.8M
Discretionary$84.5M
Non-Disc.$278.5K
Employees8
Clients0
DateMar 2023
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$58.5M
Discretionary$58.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$58.5M
Discretionary$58.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2018
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients1
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients1