SMART PORTFOLIOS, LLC
Lake Forest Park, Washington
Smart Portfolios, LLC is a distinguished investment advisory firm headquartered in Lake Forest Park, WA, with additional offices strategically located across the region. Comprising a team of six highly skilled professionals, Smart Portfolios, LLC specializes in providing comprehensive investment advisory services to a diverse range of clients. With four dedicated investment advisors, the firm boasts an impressive average of $28,650,000 in assets under management per advisor. Smart Portfolios, LLC's success is rooted in its expertise and experience in managing various types of assets, including employer 401Ks and individual portfo...
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Assets Under Mgmt

$114.59M

Investment Professionals

4

Locations

2

% 401K & Individual

50%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.