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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Smith W B & Co Inc
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|---|---|
| CRD # | 105917 |
| SEC # | 801-29558 |
| CIK # | |
| AUM | $305.2 M (2025-03-07) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 978-468-2213 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 4.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 41.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 259.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 305.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 10 | 305.2 |
| Total | 10 | 305.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.2 | |
| Total | 10 | 305.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cherry Creek Investment Advisors Inc
✚
|
CO | 0.3 |
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 0.3 |
|
Three Bearings Fiduciary Advisors Inc
✚
|
NH | 0.3 |
|
Royal Harbor Partners LLC
✚
|
TX | 0.3 |
|
Riggs Capital Management LLC
✚
|
UT | 0.3 |
|
Peachtree Investment Partners LLC
✚
|
0.3 | |
|
Objective Capital Management LLC
✚
|
OH | 0.3 |
|
Fortress Financial Group LLC
✚
|
MN | 0.3 |
|
Vesta Wealth Management LLC
✚
|
FL | 0.3 |
|
Keyvantage Wealth LLC
✚
|
PA | 0.3 |