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Smb Financial Services, Inc.

● SEC registered since 2019CRD 154216SEC# 801-116704Portland, OR
Export (members)
Reg. AUM
$160.3M
Employees
6
Accounts
765
Location
Portland, OR

Smb Financial Services, Inc. assets under management

Smb Financial Services, Inc. is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2019. It reports $160.3 million in regulatory assets under management and employs 6 people.
www.youtube.com/channel/ucxcsrxn27ox869brsk1srzgView on SEC.gov ↗

Smb Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Timothy Luke Porter ControlPresident & CcoOver 75%2021

Frequently asked questions

How much does Smb Financial Services, Inc. manage?

Smb Financial Services, Inc. reports $160.3 million in regulatory assets under management on its Form ADV.

How many employees does Smb Financial Services, Inc. have?

Smb Financial Services, Inc. reports 6 employees.

Where is Smb Financial Services, Inc. located?

Smb Financial Services, Inc. is based in Portland, OR and has been SEC-registered since 2019.

Does Smb Financial Services, Inc. disclose fund performance?

Smb Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11535 SW 67th Ave, Portland, OR 97223
Phone503-387-3222
Fax503-344-4558
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$160.3M
Non-discretionary$0
Total (RAUM)$160.3M