SMB FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$177,799,486
Discretionary
$177,799,486
Non-discretionary
$0
Firm details
- CRD number
- 154216
- SEC file number
- 801-116704
- Main office
- PORTLAND, OR, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.