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W.R.T. SMITH & CO.
847-256-1292
SEC #801-56451Total AUM
$20.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
847-256-1292
Financials
Total AUM
$20.8M
Accounts
73Discretionary
$11M
Accounts
56Non-Discretionary
$9.8M
Accounts
17
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.