Smithbrook, LLC

Smithbrook, LLC (CRD# 313679) is a financial advisory firm headquartered in Bend, OR. They manage $36,059,653 in 45 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
740 Ne 3rd St., Suite 3, Pmb #94, Bend, OR 97701
http://www.smithbrook.com/
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $801,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, OR, WA

Financial Advisors at Smithbrook, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jerry Peters, financial advisor Bend OR
Jerry T. Peters
CRD#: 2642087
Bend, OR

Jerry Peters (CRD# 2642087) is an Investment Advisor Representative working at Smithbrook, LLC in Bend, OR and has over 28 years of experience in the finance industry.

2
Michael O'hara, financial advisor Bend OR
Michael P. O'hara
CRD#: 5184252
Bend, OR

Michael O'hara (CRD# 5184252) is an Investment Advisor Representative working at Smithbrook, LLC in Bend, OR and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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