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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SMB Financial Services Inc
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|---|---|
| CRD # | 154216 |
| SEC # | 801-116704 |
| CIK # | |
| AUM | $160.3 M (2025-03-26) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 503-387-3222 |
| Address | 11535 SW 67th Ave Portland, OR 97223 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 366 | 57.6 |
| (b) Individuals (high net worth individuals) | 44 | 97.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 765 | 160.3 |
| By Discretionary | ||
| Discretionary | 765 | 160.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 765 | 160.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.3 | |
| Total | 765 | 160.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JMS Capital Group Wealth Services LLC
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|
PA | 0.2 |
|
Brown Capital Management LLC
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|
AR | 0.2 |
|
Livelsberger Lynn Louis
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|
OH | 0.2 |
|
Pittsburgh Financial Planners Inc
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|
PA | 0.2 |
|
Skybound Wealth Management USA LLC
✚
|
TX | 0.2 |
|
Amuni Financial Inc
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|
FL | 0.2 |
|
Oceanside Advisors LLC
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|
SC | 0.2 |
|
Networth Advisors LLC
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|
PA | 0.2 |
|
High Plains Investment Advisors Inc
✚
|
TX | 0.2 |
|
360 Financial Partners LLC
✚
|
SC | 0.2 |