Smart Portfolios, LLC

Smart Portfolios, LLC (CRD# 131342) is a financial advisory firm headquartered in Lake Forest Park, WA. They manage $183,575,520 in 297 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $618,099
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Smart Portfolios, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian J. Cathcart
CRD#: 717766
17865 Ballinger Way Ne, Lake Forest Park, WA 98155
93
Wealthminder
score

Brian Cathcart (CRD# 717766) is an Investment Advisor Representative working at Smart Portfolios, LLC in Lake Forest Park, WA and has over 37 years of experience in the finance industry.

2
Ronald J. Thompson
CRD#: 4388856
17865 Ballinger Way Ne, Lake Forest Park, WA 98155
93
Wealthminder
score

Ronald Thompson (CRD# 4388856) is an Investment Advisor Representative working at Smart Portfolios, LLC in Lake Forest Park, WA and has over 16 years of experience in the finance industry.

3
Keith E. Campbell
CRD#: 6274873
17865 Ballinger Way Ne, Lake Forest Park, WA 98155
89
Wealthminder
score

Keith Campbell (CRD# 6274873) is an Investment Advisor Representative working at Smart Portfolios, LLC in Lake Forest Park, WA and has over 3 years of experience in the finance industry.

4
Bryce A. James
CRD#: 1162409
17865 Ballinger Way Ne, Seattle, WA 98155
81
Wealthminder
score

Bryce James (CRD# 1162409) is an Investment Advisor Representative working at Smart Portfolios, LLC in Seattle, WA and has over 34 years of experience in the finance industry.

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Disclosure
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