1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Map pinNORFOLK, VA
Phone757-623-3676
NotebookSEC #801-37972
Total AUM
$190.8M
Employees
8
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 WEST MAIN STREET
STE 1700
NORFOLK
VA 23510
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
757-623-3676

ReceiptFinancials

Total AUM
$190.8M
Accounts
4
Discretionary
$190.8M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Investment Company Clients
1
AUM
$141.2M
Pooled Vehicle Clients
3
AUM
$49.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account