Smb Financial Services, Inc.
● SEC registered since 2019CRD 154216SEC# 801-116704Portland, OR
Reg. AUM
$177.8M
Employees
5
Accounts
762
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 $177.8 million in regulatory assets under management and employs 5 people.
Smb Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy Luke Porter Control | President & Cco | Over 75% | 2021 |
Frequently asked questions
How much does Smb Financial Services, Inc. manage?
Smb Financial Services, Inc. reports $177.8 million in regulatory assets under management on its Form ADV.
How many employees does Smb Financial Services, Inc. have?
Smb Financial Services, Inc. reports 5 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
| Address | 11535 SW 67th Ave, Portland, OR 97223 |
| Phone | 503-387-3222 |
| Fax | 503-344-4558 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177.8M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$177.8Mregulatory AUM
Discretionary $177.8M