RIA Intelligence

SMARTLEAF ASSET MANAGEMENT LLC

CRD #172273 SEC #801-80910 BOSTON, MA 857-366-9340
SEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
Employees
15
Clients
--
Accounts
12,408

AUM Over Time

DateJun 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees15
Clients0
DateApr 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees9
Clients0
DateJul 2021
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2021
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$323.7K
Discretionary$323.7K
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$415.5K
Discretionary$415.5K
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$425.6K
Discretionary$425.6K
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$425.6K
Discretionary$425.6K
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$294K
Discretionary$294K
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$366.4K
Discretionary$366.4K
Non-Disc.$0
Employees9
Clients1
DateApr 2016
Total AUM$100.2K
Discretionary$100.2K
Non-Disc.$0
Employees8
Clients0
DateMar 2016
Total AUM$100.2K
Discretionary$100.2K
Non-Disc.$0
Employees8
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0