Smart Portfolios is an investment advisor in Lake Forest Park with $214.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
753072032
SEC advisor number
801-67772
FINRA CRD number
131342
AUM ?
$187.95 mm
(as of 2 Apr 24)
Accounts
464
(as of 2 Apr 24)
Employees
6
(4 investment advisory or research)
Address
Smart Portfolios
17865 BALLINGER WAY NE
SEATTLE
WA 98155
17865 BALLINGER WAY NE
SEATTLE
WA 98155
Phone
206-686-3644
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 Jun 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22