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

Building 2JONATHAN SMITH & CO.

Map pinGREENSBORO, NC
Phone336-272-9488
NotebookSEC #801-57365
Total AUM
$26.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
128 EAST FISHER AVE
GREENSBORO
NC 27401-2034
United States
Operating Hours
9AM-5PM (FRI 9AM-1PM)
Monday - Friday
Phone
336-272-9488

ReceiptFinancials

Total AUM
$26.7M
Accounts
307
Discretionary
$26.7M
Accounts
307
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNC

HandshakeAffiliates

View all affiliates →

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

Feature requires an account