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Bryce Arnevick James

SMART PORTFOLIOS, LLC·LAKE FOREST PARK, Washington
Clean recordSMART PORTFOLIOS, LLC
17865 BALLINGER WAY NE, LAKE FOREST PARK, WA 98155CRD# 1162409Firm CRD# 131342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryce Arnevick James · LAKE FOREST PARK, WA
Registration
CRD #1162409 · SMART PORTFOLIOS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bryce Arnevick James is a registered financial advisor based in LAKE FOREST PARK, Washington, affiliated with SMART PORTFOLIOS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SMART PORTFOLIOS, LLC
SMART PORTFOLIOS, LLC
AUM
$188M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SMART PORTFOLIOS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1162409
Firm CRD# 131342
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryce Arnevick James offer?
Bryce Arnevick James specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE FOREST PARK, Washington for a consultation.
What are Bryce Arnevick James's credentials?
Bryce Arnevick James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryce Arnevick James located?
Bryce Arnevick James is based in LAKE FOREST PARK, Washington, working with SMART PORTFOLIOS, LLC. Their office serves clients in the LAKE FOREST PARK metropolitan area and surrounding communities.
How does Bryce Arnevick James charge for services?
Bryce Arnevick James's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMART PORTFOLIOS, LLC?
SMART PORTFOLIOS, LLC has approximately 6 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMART PORTFOLIOS, LLC

Shawn Daniel Bird
LAKE FOREST PARK, WA
Keith Edward Campbell
LAKE FOREST PARK, WA
Kristin Lynn Copper
LAKE FOREST PARK, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
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Research
Advisor Fees in WashingtonNational Fee Analysis
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