Firms by city
Registered investment advisers in Lake Forest Park, WA
One SEC-registered adviser headquartered in Lake Forest Park, listed by regulatory assets under management as reported on Form ADV.
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1 firm listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Smart Portfolios | Lake Forest Park, WA | $210M |
- Headquarters
- Lake Forest Park, WA
- Regulatory AUM
- $210M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lake Forest Park on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Washington.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.