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SMART PORTFOLIOS, LLC

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Company Details

Legal Name: SMART PORTFOLIOS, LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: April 26th 2002
Expiration date: 30 Apr 2026
UBI Number: 602 201 009
ZIP code: 98155
City: Seattle
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 17865 BALLINGER WAY NE, LK FOREST PK, WA, 98155-4234, UNITED STATES

Contact Details

E-Mail: BJAMES@SMARTPORTFOLIOS.COM
Phone Number: +1 206-910-2701

Nature of Business

Other Services, INVESTMENT ADVISORY SERVICES

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Registered Agent Information

Name Role Address
BRYCE JAMES Registered Agent 17865 BALLINGER WAY NE, LAKE FOREST PARK, WA, 98155-4234, UNITED STATES

Key Officers & Management

Name Role Address
BRYCE JAMES Governing Person 17865 BALLINGER WAY NE, LAKE FOREST PARK, WA, 98155, UNITED STATES
KEITH CAMPBELL Governing Person -

Central Index Key

CIK number:
0001513227
Phone:
206-686-3644
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-14414
Filing date:
2025-04-24
File:
View File
Form type:
13F-HR
File number:
028-14414
Filing date:
2025-02-10
File:
View File
Form type:
13F-HR
File number:
028-14414
Filing date:
2024-10-31
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
753072032
Plan Year:
2023
Number Of Participants:
6
Plan Name:
401(K)
Sponsor's telephone number:
2066864840
File:
View File
Plan Year:
2022
Number Of Participants:
7
Plan Name:
401(K)
Sponsor's telephone number:
2066864840
File:
View File
Plan Year:
2021
Number Of Participants:
8
Plan Name:
401(K)
Sponsor's telephone number:
2066864840
File:
View File
Plan Year:
2020
Number Of Participants:
7
Plan Name:
401(K)
Sponsor's telephone number:
2066864840
File:
View File
Plan Year:
2019
Number Of Participants:
5
Plan Name:
401(K)
Sponsor's telephone number:
2066864840
File:
View File

Paycheck Protection Program

Jobs Reported:
7
Initial Approval Amount:
$109,400
Date Approved:
2020-05-05
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$109,400
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$110,706.81
Servicing Lender:
Banner Bank
Use of Proceeds:
Payroll: $109,400

Trademarks

Serial Number:
86259168
Mark:
PORTFOLIO MASON
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2014-04-22
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PORTFOLIO MASON
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
FINANCIAL SERVICES, NAMELY, INVESTMENT ADVICE, INVESTMENT MANAGEMENT, INVESTMENT CONSULTATION AND INVESTMENT OF FUNDS FOR OTHERS, INCLUDING PRIVATE AND PUBLIC E...
First Use:
2014-03-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86045337
Mark:
DYNAMIC PORTFOLIO OPTIMIZATION
Status:
Abandoned after an inter partes decision by the Trademark Trial and Ap...
Mark Type:
Service Mark
Application Filing Date:
2013-08-22
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
DYNAMIC PORTFOLIO OPTIMIZATION
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
FINANCIAL SERVICES, NAMELY, INVESTMENT ADVICE, INVESTMENT MANAGEMENT, INVESTMENT CONSULTATION AND INVESTMENT OF FUNDS FOR OTHERS, INCLUDING PRIVATE AND PUBLIC E...
First Use:
2004-09-20
International Classes:
036 - Primary Class
Class Status:
ABANDONED
Serial Number:
78896740
Mark:
DYNAMIC PORTFOLIO OPTIMIZATION
Status:
Abandoned because the applicant failed to respond or filed a late resp...
Mark Type:
Service Mark
Application Filing Date:
2006-05-31
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
DYNAMIC PORTFOLIO OPTIMIZATION
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
INVESTMENT MANAGEMENT IN THE NATURE OF ASSET ALLOCATION
First Use:
2004-09-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
78896735
Mark:
SMART PORTFOLIOS LLC
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2006-05-31
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
SMART PORTFOLIOS LLC
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
FINANCIAL SERVICES, NAMELY, INVESTING THE FUNDS OF OTHERS, MUTUAL FUND INVESTMENT AND INVESTMENT ADVISORY SERVICES
First Use:
2005-04-06
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77749050
Mark:
INTELLIGENT FUND
Status:
Registration cancelled because registrant did not file an acceptable d...
Mark Type:
Service Mark
Application Filing Date:
2009-06-01
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
INTELLIGENT FUND
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
FINANCIAL SERVICES, NAMELY, INVESTING THE FUNDS OF OTHERS, MUTUAL FUND INVESTMENT AND INVESTMENT ADVISORY SERVICES
First Use:
2001-10-20
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED

Labor Condition Applications

Case Number:
I-200-13074-869626
Program:
H-1B
Job Title:
FINANCIAL QUANTITATIVE ANALYST
SOC (ONET/OES) code:
13-2099
SOC (ONET/OES) occupation title:
Financial Specialists, All Other
Begin Date:
2013-09-14
End Date:
2016-09-13

Employment and Wage Information

Address:
SEATTLE, WA
Wage Rate Paid to Nonimmigrant Workers:
$40,810
Per:
Year
Prevailing Wage Rate:
$40,810
Case Number:
I-200-13079-625611
Program:
H-1B
Job Title:
FINANCIAL QUANTITATIVE ANALYST
SOC (ONET/OES) code:
13-2099
SOC (ONET/OES) occupation title:
Financial Specialists, All Other
Begin Date:
2013-09-14
End Date:
2016-09-13

Employment and Wage Information

Address:
SEATTLE, WA
Wage Rate Paid to Nonimmigrant Workers:
$40,810
Per:
Year
Prevailing Wage Rate:
$40,810

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