SMART PORTFOLIOS, LLC

17865 Ballinger Way Ne
Lake Forest Park, Washington 98155
Tel: 206-686-3636

About SMART PORTFOLIOS, LLC

SMART PORTFOLIOS, LLC, formally registered with the SEC as SMART PORTFOLIOS, LLC. The firm was established in 05/11/2007. They have over 2 offices throughout the country.

SMART PORTFOLIOS, LLC is a Lake Forest Park, Washington based Financial Planning firm with nearly $187,946,269 assets under management, offering retirement planning & investment advisory services to 464 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131342
SEC#	801-67772
Assets Managed by Firm	$187,946,269
No. of Clients	464
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	464	$187,946,269
Individuals (other than high net worth individuals)	110	$47,219,373
High net worth individuals	47	$140,207,051
Charitable organizations	Fewer than 5 clients	$344,776
Corporations or other businesses	Fewer than 5 clients	$175,069

More Retirement Planning firms in Lake Forest Park, Washington:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PARAMETRIC PORTFOLIO ASSOCIATES 800 Fifth Avenue, Suite 2800 Seattle, WA, 98104	$475,093,919,406	163121	877
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$82,657,150,657	146	653
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$52,480,583,056	70944	653
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP 1201 Third Avenue, Suite 3000 Seattle, WA, 98101	$24,747,000,000	17	95
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$23,026,995,111	77	656

Explore More Retirement Advisors in Lake Forest Park, Washington

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.