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Building 2SMITH & WYATT

Map pinCOLLEGE STATION, TX
Phone979-431-5440
NotebookSEC #801-128977
Total AUM
$207.5M
Employees
9
Clients
724

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
511 UNIVERSITY DR. E
SUITE 210
COLLEGE STATION
TX 77840
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
APPOINTMENT ONLY
Phone
979-431-5440
Other Offices
4

ReceiptFinancials

Total AUM
$207.5M
Accounts
724
Discretionary
$201.3M
Accounts
723
Non-Discretionary
$6.2M
Accounts
1

ContactClients

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Individual Clients
691
AUM
$149.3M
HNW Individual Clients
33
AUM
$58.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SOLICITOR
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SET UP FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMNOHPATXWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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