| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryce Arnevick James Control | President | Under 5% | 2005 |
| Keith Edward Campbell Control | Chief Investment Officer | Under 5% | 2019 |
| Kristin Lynn Copper Control | Chief Compliance Officer | Under 5% | 2020 |
Smart Portfolios, LLC reports $202.9 million in regulatory assets under management on its Form ADV.
Smart Portfolios, LLC reports 6 employees.
Smart Portfolios, LLC is based in Lake Forest Park, WA and has been SEC-registered since 2007.
Smart Portfolios, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 17865 Ballinger Way NE, Lake Forest Park, WA 98155 |
| Phone | 206-686-3636 |
| Fax | 206-686-3637 |
| Office hours | 4-Aug |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1513227 |
| Discloses disciplinary history | No |
| Discretionary | $197.9M |
| Non-discretionary | $5M |
| Total (RAUM) | $202.9M |