SEC Form ADV

SMB FINANCIAL SERVICES, INC.

Registered Investment AdviserOR
$177.8M
Assets Under Management
762
Total Clients
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Registration Details

Accession
CRD-154216
Location
PORTLAND, OR
Filing Date
February 26, 2026
AUM
$177.8M
Total Clients
762
Amendment
No

About this Adviser

SMB FINANCIAL SERVICES, INC. is a registered investment adviser headquartered in PORTLAND, OR, managing approximately $177.8M in assets across 762 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.