SMB FINANCIAL SERVICES, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 154216). Regulatory assets under management: $177.8M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Timothy Luke Porter | PRESIDENT & CCO | — |
| PORTER STEPHEN EDWARD | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | — |
| PORTER TIMOTHY LUKE | PRESIDENT; PRESIDENT & CCO | — |