Mohammad Heidari Email

Operations Officer . Smartleaf Asset Management

Current Roles

Employees:
11
Revenue:
$1.4M
About
Smartleaf Asset Management, LLC (“SAM”) is an SEC-registered sub-advisor that makes delivering personalized and tax-optimized portfolios simple. SAM leverages Smartleaf, Inc.’s advanced automated rebalancing platform to provide wealth advisors with the ability to outsource the day-to-day management of highly customized, tax-optimized portfolios, including those with direct index cores. To learn more contact us at [email protected].
Smartleaf Asset Management Address

Boston, MA
United States
Smartleaf Asset Management Email