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350 E Center Street #100,
Provo UT 84606
(801) 225-5555
[email protected]

Fiduciary Standard

Check the background of this firm or investment professional on SEC IAPD.

Disclosure: Investment Advisory Representative and advisory services offered through TownSquare Capital, LLC is an SEC Registered Investment Advisor. TownSquare and its representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her individual circumstance.

The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

For additional information, please contact our team at 801-225-5555 or [email protected].

Smart Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

To view our ADV part II, ADV Part 2A – August 2022

To view our Privacy Policy, Privacy Policy – Current 2021

To View our CRS Form, CRS Form – Current 2020

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