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Building 2SMART PORTFOLIOS, LLC

Map pinLAKE FOREST PARK, WA
Phone206-686-3636
NotebookSEC #801-67772
Total AUM
$210.3M
Employees
6
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17849 BALLINGER WAY NE
LAKE FOREST PARK
WA 98155
United States
Operating Hours
8-4
Monday - Friday
Phone
206-686-3636
Other Offices
1

ReceiptFinancials

Total AUM
$210.3M
Accounts
448
Discretionary
$207.9M
Accounts
433
Non-Discretionary
$2.4M
Accounts
15

ContactClients

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Individual Clients
91
AUM
$40.5M
HNW Individual Clients
59
AUM
$169.1M
Charitable Organization Clients
1
AUM
$426K
Corporation or Business Clients
1
AUM
$262.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDLAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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