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Building 2PRENTISS SMITH & COMPANY, INC.

Map pinBRATTLEBORO, VT
Phone802-254-2913
NotebookSEC #801-17579
Total AUM
$453.1M
Employees
8
Clients
319

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 WESTERN AVENUE
BRATTLEBORO
VT 05301
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
802-254-2913
Other Offices
1

ReceiptFinancials

Total AUM
$453.1M
Accounts
622
Discretionary
$447.1M
Accounts
610
Non-Discretionary
$5.9M
Accounts
12

ContactClients

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Individual Clients
290
AUM
$258.1M
HNW Individual Clients
10
AUM
$152.4M
Charitable Organization Clients
10
AUM
$7.6M
Corporation or Business Clients
9
AUM
$34.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLILMAMENHNYOHPASCTXVT

HandshakeAffiliates

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

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