Smart Portfolios

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Last updated: February 23rd, 2020. Data source: SEC filings.

Smart Portfolios, federally registered in 2007, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 5 advisors. Smart Portfolios manages $184.0 million and provides investment advisory services for 110 clients (1:22 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 22
Percentage of Advisors Trusted Less than 1%
Minimum Investment $100,000
Average Client Balance $1,672,591
Total AUM $184.0 million
Advisor / Client Ratio 1:22
Headquarters 17865 Ballinger Way NE Lake Forest Park, WA 98155
SEC Filings View SEC IAPD CRD #131342
State(s) Registered CA, CO, WA

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.