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
By the Numbers
-
Total Assets Under Management36MILLION
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Total Number of Accounts45ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, OR, WA
Financial Advisors at Smithbrook, LLC
1
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 (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.
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