$177.8M Total AUM
$177.8M Disc. AUM
-- 3Y CAGR
5 Employees
449 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-23-2010
- Office Locations
- 1
Office Locations
11535 SW 67th AVE Portland OR
About SMB Financial Services, Inc.
SMB Financial Services, Inc. is a Portland-based RIA. The firm has been operating for 16 years. Managing $177.8M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
39 AVG AGE
$35.6M AVG AUM / ADVISOR
$396.0K AVG AUM / CLIENT
14.3 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
16yrs Firm Age
Insights
Available
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TIMOTHY LUKE PORTER
Chief Compliance Officer, President
- CRD
- #5065974
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JAMES WALTER FLAD
Investment Advisor Representative
- CRD
- #4497980
Available
Available
Available
R
RIAN JAMES FLAD
Investment Advisor Representative
- CRD
- #5460659
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,799,486 | $233,333 |
| Non-Discretionary | $0 | -- |
| Total | $177,799,486 | $233,333 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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