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SMB FINANCIAL SERVICES, INC.
Tel: 503-387-3222
11535 Sw 67th Ave Portland, Oregon 97223
SMB FINANCIAL SERVICES, INC.
SMB FINANCIAL SERVICES, INC. is a Portland, Oregon based financial advisory firm with nearly $138,032,713 in assets under management and provides investment advisory services for 768 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
154216
SEC#:
801-116704
No. of Clients:
768
Assets under Management
$138,032,713
No. of Advisors:
7
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