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|
| Keyboard |
| Smith W B & Co Inc
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|
|---|---|
| CRD # | 105917 |
| SEC # | 801-29558 |
| CIK # | |
| AUM | 323.6 M (2026-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 978-468-2213 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 2 | 43.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 6 | 280.2 |
| (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 | 8 | 323.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 8 | 323.6 |
| Total | 8 | 323.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.6 | |
| Total | 8 | 323.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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Kennicott Capital Management LLC
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Aull & Monroe Investment Management Corp
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|
Lauer Capital Management Ltd
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SD | 322.7 M |
|
Fortune Financial Advisors LLC
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|
Integrated Financial Strategies LLC
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|
FL | 322.0 M |
|
Truenorth Financial Services LLC
✚
|
WA | 321.7 M |