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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PORTER, BRUCE, EDWARD | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | E | Control |
| PORTER, BRUCE, EDWARD | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | E | Control |
| PORTER, BRUCE, EDWARD | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | E | Control |
| PORTER, BRUCE, EDWARD | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | E | Control |
| PORTER, BRUCE, EDWARD | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | E | Control |
| PORTER, BRUCE, EDWARD | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | E | Control |
| PORTER, BRUCE, EDWARD | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | E | Control |
| PORTER, BRUCE, EDWARD | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | E | Control |
| PORTER, BRUCE, EDWARD | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | E | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT & CCO | E | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT & CCO | E | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT & CCO | E | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT & CCO | E | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT & CCO | E | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT & CCO | E | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT & CCO | E | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT & CCO | E | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT & CCO | E | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT | C | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT | C | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT | C | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT | C | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT | C | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT | C | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT | C | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT | C | Control |
| PORTER, TIMOTHY, LUKE | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (8)
AZ CA FL ID MA OR TX WA
Address
11535 SW 67TH AVEPORTLAND, OR 97223
United States
Phone: 503-387-3222