Smb Financial Services, Inc.
Smb Financial Services, Inc. is an SEC-registered mass-market adviser in Portland, OR with $177.8M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Smb Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154216, SEC 801-116704, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $177.8M (2026-02-26)
- Firm type
- Mass-Market Adviser
- Location
- Portland, OR
- Employees
- 5
- Clients
- 444
- CRD
- 154216
- Ownership
- PORTER, BRUCE, EDWARD; PORTER, TIMOTHY, LUKE
How much AUM does Smb Financial Services, Inc. have?
Smb Financial Services, Inc. reported $177.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Smb Financial Services, Inc.?
Disclosed owners and executives of Smb Financial Services, Inc. include PORTER, BRUCE, EDWARD, PORTER, TIMOTHY, LUKE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.