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| Smart Portfolios LLC
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|
|---|---|
| CRD # | 131342 |
| SEC # | 801-67772 |
| CIK # | 0001513227 |
| AUM | $210.3 M (2026-03-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 206-686-3636 |
| Address | 17849 Ballinger Way NE Lake Forest Park, WA 98155 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 2.6 | ||
| Apple Inc | 2.6 | ||
| Microsoft Corp | 2.0 | ||
| J P Morgan Chase & Co | 1.4 | ||
| SPDR Gold Trust | 1.3 | ||
| United Technologies Corp /DE/ | 1.2 | ||
| Visa Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 40.5 |
| (b) Individuals (high net worth individuals) | 59 | 169.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 210.3 |
| By Discretionary | ||
| Discretionary | 433 | 207.9 |
| Non-Discretionary | 15 | 2.4 |
| Total | 448 | 210.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.3 | |
| Total | 448 | 210.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001513227] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Albert D Mason Inc
✚
|
MA | 0.2 |
|
KDT Advisors LLC
✚
|
NJ | 0.2 |
|
Baring Financial LLC
✚
|
WA | 0.2 |
|
Mark Gillam Enterprises
✚
|
CA | 0.2 |
|
Independence Wealth Advisors LLC
✚
|
OH | 0.2 |
|
Succession Financial Inc
✚
|
TX | 0.2 |
|
Atlantic Family Wealth LLC
✚
|
FL | 0.2 |
|
Daniel Investment Group Inc
✚
|
MI | 0.2 |
|
CornerStone Securities LLC
✚
|
KS | 0.2 |
|
Huffman & Ross Wealth Management LLC
✚
|
WV | 0.2 |