SMB FINANCIAL SERVICES, INC.
Tel: 503-387-3222 11535 Sw 67th Ave Portland, Oregon 97223
About SMB FINANCIAL SERVICES, INC.
SMB FINANCIAL SERVICES, INC. is a Portland, Oregon based financial advisory firm with nearly $138,032,713 in assets under management and provides investment advisory services for 768 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
154216
Firm SEC#:
801-116704
Assets Under Management:
$138,032,713
No. of Clients:
768
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Education seminars/workshops
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