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Home > Retirement Planners > oregon > portland > SMB FINANCIAL SERVICES, INC.
SMB FINANCIAL SERVICES, INC.
11535 Sw 67th Ave
Portland, Oregon 97223
Tel: 503-387-3222
About SMB FINANCIAL SERVICES, INC.
SMB FINANCIAL SERVICES, INC, formally registered with the SEC as SMB FINANCIAL SERVICES, INC. The firm was established in 05/29/2019. They have over 1 offices throughout the country.
SMB FINANCIAL SERVICES, INC. is a Portland, Oregon based Financial Planning firm with nearly $138,032,713 assets under management, offering retirement planning & investment advisory services to 768 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154216 |
| SEC# | 801-116704 |
| Assets Managed by Firm | $138,032,713 |
| No. of Clients | 768 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 768 | $138,032,713 |
| Individuals (other than high net worth individuals) | 362 | $68,076,590 |
| High net worth individuals | 37 | $65,281,562 |
| Corporations or other businesses | 6 | $4,674,561 |
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