SMART PORTFOLIOS, LLC
SEC Form ADV profile.
Total regulatory AUM
$210,282,076
Discretionary
$207,917,273
Non-discretionary
$2,364,803
Firm details
- CRD number
- 131342
- SEC file number
- 801-67772
- Main office
- LAKE FOREST PARK, WA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTPS://WWW.SMARTPORTFOLIOS.COM
- Fee structure
-
Percentage of AUM
As of November 2026.