Sign in
Create a free account
SMITH SHELLNUT WILSON
RIDGELAND, MS
601-605-1776
SEC #801-49071Total AUM
$6.9B
Employees
15Clients
380Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
661 SUNNYBROOK ROAD
SUITE 130
RIDGELAND
MS 39157
United States
SUITE 130
RIDGELAND
MS 39157
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
601-605-1776
Other Offices
6
Financials
Total AUM
$6.9B
Accounts
880Discretionary
$1.4B
Accounts
829Non-Discretionary
$5.5B
Accounts
51
Clients
Individual Clients
175AUM
$86.4M
HNW Individual Clients
66AUM
$386.5M
Banking Clients
51AUM
$5.5B
Pension/Profit Sharing Plan Clients
9AUM
$27M
Charitable Organization Clients
25AUM
$269.1M
Government Entity Clients
24AUM
$401.5M
Insurance Company Clients
4AUM
$191.4M
Corporation or Business Clients
26AUM
$86.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARGALAMSNJSCTNTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.