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Building 2BONNER & SMITH, LLC

Map pinLUBBOCK, TX
Phone806-798-1880
NotebookSEC #801-81163
Total AUM
$314.8M
Employees
3
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5308 114TH ST
LUBBOCK
TX 79424
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
806-798-1880

ReceiptFinancials

Total AUM
$314.8M
Accounts
1,044
Discretionary
$314.8M
Accounts
1,044
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
189
AUM
$58M
HNW Individual Clients
111
AUM
$256.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NMTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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