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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.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||22|
|Percentage of Advisors Trusted||Less than 1%|
|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|