SMB FINANCIAL SERVICES, INC.
CRD #154216 SEC #801-116704 PORTLAND, OR 503-387-3222
SEC Registered
Total AUM
$160.3M
Discretionary
$160.3M
Employees
6
Clients
10
Accounts
765
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $160.3M | $160.3M | $0 | 6 | 5 |
| Dec 2024 | $138M | $138M | $0 | 7 | 5 |
| May 2024 | $138M | $138M | $0 | 7 | 5 |
| Mar 2024 | $138M | $138M | $0 | 7 | 5 |
| Jun 2023 | $122.1M | $122.1M | $0 | 6 | 0 |
| Mar 2023 | $122.1M | $122.1M | $0 | 6 | 0 |
| Jan 2023 | $142.6M | $134.6M | $8.1M | 7 | 0 |
| Mar 2022 | $142.6M | $134.6M | $8.1M | 7 | 0 |
| Mar 2022 | $142.6M | $134.6M | $8.1M | 7 | 0 |
| Dec 2021 | $136.3M | $129M | $7.3M | 7 | 4 |
| Mar 2021 | $136.3M | $129M | $7.3M | 7 | 4 |
| Jul 2020 | $117.9M | $112.1M | $5.8M | 7 | 4 |
| Jul 2020 | $117.9M | $112.1M | $5.8M | 7 | 4 |
| Jul 2020 | $117.9M | $112.1M | $5.8M | 7 | 4 |
| Apr 2020 | $117.9M | $112.1M | $5.8M | 7 | 4 |
| Apr 2020 | $117.9M | $112.1M | $5.8M | 7 | 4 |
| Apr 2019 | $101.7M | $94.4M | $7.3M | 8 | 2 |
DateMar 2025
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$0
Employees6
Clients5
DateDec 2024
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees7
Clients5
DateMay 2024
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees7
Clients5
DateMar 2024
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees7
Clients5
DateJun 2023
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$142.6M
Discretionary$134.6M
Non-Disc.$8.1M
Employees7
Clients0
DateMar 2022
Total AUM$142.6M
Discretionary$134.6M
Non-Disc.$8.1M
Employees7
Clients0
DateMar 2022
Total AUM$142.6M
Discretionary$134.6M
Non-Disc.$8.1M
Employees7
Clients0
DateDec 2021
Total AUM$136.3M
Discretionary$129M
Non-Disc.$7.3M
Employees7
Clients4
DateMar 2021
Total AUM$136.3M
Discretionary$129M
Non-Disc.$7.3M
Employees7
Clients4
DateJul 2020
Total AUM$117.9M
Discretionary$112.1M
Non-Disc.$5.8M
Employees7
Clients4
DateJul 2020
Total AUM$117.9M
Discretionary$112.1M
Non-Disc.$5.8M
Employees7
Clients4
DateJul 2020
Total AUM$117.9M
Discretionary$112.1M
Non-Disc.$5.8M
Employees7
Clients4
DateApr 2020
Total AUM$117.9M
Discretionary$112.1M
Non-Disc.$5.8M
Employees7
Clients4
DateApr 2020
Total AUM$117.9M
Discretionary$112.1M
Non-Disc.$5.8M
Employees7
Clients4
DateApr 2019
Total AUM$101.7M
Discretionary$94.4M
Non-Disc.$7.3M
Employees8
Clients2