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Building 2SMITH WB FINANCIAL GROUP

Map pinGRAFTON, MA
Phone508-839-4465
NotebookSEC #801-33087
Total AUM
$287.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO SOUTH STREET
GRAFTON
MA 01519
United States
Operating Hours
8:30A.M.-5:00P.M.
Monday - Friday
Phone
508-839-4465

ReceiptFinancials

Total AUM
$287.5M
Accounts
257
Discretionary
$42.5M
Accounts
22
Non-Discretionary
$245M
Accounts
235

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYMANHTN

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

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