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| Bonner & Smith LLC
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|
|---|---|
| CRD # | 114287 |
| SEC # | 801-81163 |
| CIK # | |
| AUM | $207.6 MM (2023-03-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 806-798-1880 |
| Address | 5308 114th St Lubbock, TX 79424 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 57.9 |
| (b) Individuals (high net worth individuals) | 81 | 149.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 949 | 207.6 |
| By Discretionary | ||
| Discretionary | 949 | 207.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 949 | 207.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.6 | |
| Total | 949 | 207.6 |
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|---|---|---|
|
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✚
|
OH | 0.2 |
|
Leconte Wealth Management LLC
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|
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|
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|
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|
Summit Place Financial Advisors LLC
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|
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|
Shaker Financial Services LLC
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|
MD | 0.2 |
|
Alden Investment Advisors LLC
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|
PA | 0.2 |
|
Lee Johnson Capital Management LLC
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TX | 0.2 |
|
NorthStar Financial Planners Inc
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|
FL | 0.2 |