Wilbanks, Smith & Thomas Asset Management, LLC
Wilbanks, Smith & Thomas Asset Management, LLC (CRD# 106060) is a financial advisory firm headquartered in Norfolk, VA. They manage $5,504,089,582 in 5,348 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management5,504MILLION
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Total Number of Accounts5,348ACCOUNTS
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Average Account Value$1,029,187
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV
Luke Scanlan (CRD# 6353433) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 9 years of experience in the finance industry.
Ryan Stallard (CRD# 7387082) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 2 years of experience in the finance industry.