17865 Ballinger Way Ne
Lake Forest Park, Washington 98155
Tel: 206-686-3636
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
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