SMITH W B & CO INC
  • SMITH W B & CO INC

Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 04/28/1987
Contact Info 978 xxxxxxx
AUM* 323,553,465 6%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 40,444,183 33%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

794M 680M 567M 454M 340M 227M 113M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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