W.r.t. Smith & Company
W.r.t. Smith & Company (CRD# 107881) is a financial advisory firm headquartered in Wilmette, IL. They manage $30,000,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
W.r.t. Smith & Company
By the Numbers
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Total Assets Under Management30MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$2,142,857
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at W.r.t. Smith & Company
1
Alexander Smith (CRD# 3051206) is an Investment Advisor Representative working at W.r.t. Smith & Company in Wilmette, IL and has over 26 years of experience in the finance industry.
2
William Smith (CRD# 429272) is an Investment Advisor Representative working at W.r.t. Smith & Company in Wilmette, IL and has 1 year of experience in the finance industry.
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