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Building 2SMITH W B & CO INC

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Phone978-468-2213
NotebookSEC #801-29558
Total AUM
$323.6M
Employees
1
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
978-468-2213

ReceiptFinancials

Total AUM
$323.6M
Accounts
8
Discretionary
$0
Accounts
0
Non-Discretionary
$323.6M
Accounts
8

ContactClients

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Charitable Organization Clients
2
AUM
$43.4M
Investment Advisor Clients
6
AUM
$280.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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