Smart Portfolios LLC
Legal Name: SMART PORTFOLIOS, LLC
Full Contact Details
Smart Portfolios LLC
17865 BALLINGER WAY NE, LAKE FOREST PARK, WA
206-686-3636
206-686-3637
Other Info
Smart Portfolios LLC is a limited liability company based in Washington that provides financial advisory services to 36 clients. With a team of 9 employees, including 5 who work directly in advisory roles, the firm operates under the legal name SMART PORTFOLIOS, LLC. As per the U.S. Securities and Exchange Commission, the firm's registration has been approved since May 11, 2007.
Smart Portfolios : Welcome
About Us Overview Management Team Code of Ethics Educational Press & Media Products Overview Smart Risk-Managed Models Macro Tides Tactical Strategies TIAA Models Muscular Portfolios Methodology Asset Allocation Comparison Investment Process DPO Benefits ETF Features and Benefits Services Contact Us…
Direct Owners
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BRYCE ARNEVICK JAMES
PRESIDENT, CIO, AND CCO owns less than 5%
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SHIELD HOLDINGS, LLC
MEMBER owns 75% or more