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SMART PORTFOLIOS, LLC
SMART PORTFOLIOS, LLC
LAKE FOREST PARK, Washington
·
4 registered advisors
·
CRD# 131342
SEC# 801-67772
1
206-686-3636
01
Firm Overview
AUM
$188M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SMART PORTFOLIOS, LLC
4 registered advisors
Bryce Arnevick James
LAKE FOREST PARK, Washington
CRD# 1162409
Keith Edward Campbell
LAKE FOREST PARK, Washington
CRD# 6274873
Kristin Lynn Copper
LAKE FOREST PARK, Washington
CRD# 7227692
Shawn Daniel Bird
LAKE FOREST PARK, Washington
CRD# 5532521
05
Office Locations
LAKE FOREST PARK, Washington
4 advisors
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Data sourced from SEC Form ADV filings. SMART PORTFOLIOS, LLC (CRD# 131342) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.