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Building 2SMB FINANCIAL SERVICES, INC.

Map pinPORTLAND, OR
Phone503-387-3222
NotebookSEC #801-116704
Total AUM
$177.8M
Employees
5
Clients
444

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11535 SW 67TH AVE
PORTLAND
OR 97223
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
503-387-3222

ReceiptFinancials

Total AUM
$177.8M
Accounts
762
Discretionary
$177.8M
Accounts
762
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
381
AUM
$70.1M
HNW Individual Clients
55
AUM
$100.8M
Corporation or Business Clients
8
AUM
$6.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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