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Building 2SMITH PARTNERS WEALTH MANAGEMENT, LLC

Map pinGREENSBORO, NC
Phone336 272 9488
NotebookSEC #801-120950
Total AUM
$196.1M
Employees
4
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
128 E FISHER AVE
GREENSBORO
NC 27401-2034
United States
Operating Hours
9AM-5PM (FRI 9AM-1PM)
Monday - Friday
Phone
336 272 9488
Other Offices
2

ReceiptFinancials

Total AUM
$196.1M
Accounts
416
Discretionary
$184.8M
Accounts
410
Non-Discretionary
$11.3M
Accounts
6

ContactClients

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Individual Clients
57
AUM
$21.2M
HNW Individual Clients
61
AUM
$161.3M
Pension/Profit Sharing Plan Clients
2
AUM
$9M
Charitable Organization Clients
2
AUM
$1.2M
Corporation or Business Clients
1
AUM
$3.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNE

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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