Smart Investor
Rocklin, CA
We have found contact information containing phone numbers and email addresses for Smart Investor. Smart Investor operates in the Investment Management industry and is located at 5800 Stanford Ranch Rd BUILDING 800, Rocklin, CA 95765. The company uses products and components, such as Investment Planning. The company operates in the fields of Asset Management, Financial Planning, Charitable Remainder Trust Establishment and Administration, and Insurance Services. The company was founded on 12/23/2002.
Company Details
Last Update
Jul 14, 2022
Location
5800 Stanford Ranch Rd BUILDING 800, Rocklin, CA 95765
Phone
(***) ***-0968
(***) ***-2160
Industry
Investment Management
Category
Real Estate Investment Trusts
Specialties
Asset Management
Financial Planning
Charitable Remainder Trust Establishment and Administration
Insurance Services
Founded
2001
Number of Employee
1-10 employees
Products
Investment Planning
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Site
Decision Makers
Portfolio Manager - Vice President Investments
Investment Management
Employees
Director Of Rise Investor Services
Law Practice
Director Of Financial Planning
Founder
Managing Partner
Implementation Consultant
Controller
Assistant General Manager
President And Chief Operating Officer
Partner
FAQs about Smart Investor
In what industry does Smart Investor operate?
Smart Investor operates in the field of Investment Management.
Who is the President in Smart Investor?
President is the job occupation of Allan Henriques in Smart Investor.
What are the specialties of Smart Investor?
The specialties connected with Smart Investor are Asset Management, Financial Planning, Charitable Remainder Trust Establishment and Administration, and Insurance Services
What are the phones of decision-makers Smart Investor?
You can find phones connected to the company in this list: 19164350968, 19164152160. For any additional information, contact us.
When was Smart Investor founded?
Smart Investor was founded on 12/23/02.
What is the current address of the Smart Investor?
Smart Investor is located in Rocklin, California.
What are the goods produced by Smart Investor?
The products of Smart Investor are Investment Planning.
What is the business type of Smart Investor?
The business type is Articles of Incorporation.