W.r.t. Smith & Company

W.r.t. Smith & Company (CRD# 107881) is a financial advisory firm headquartered in Wilmette, IL. They manage $20,788,733 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $284,777
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at W.r.t. Smith & Company
Showing 1 - 2 of 2 top financial advisors.
1
Alexander D. Smith
CRD#: 3051206
328 Linden Avenue, Suite F, Wilmette, IL 60091
93
Wealthminder
score

Alexander Smith (CRD# 3051206) is an Investment Advisor Representative working at W.r.t. Smith & Company in Wilmette, IL and has over 18 years of experience in the finance industry.

2
William R. Smith
CRD#: 429272
328 Linden Avenue, Suite F, Wilmette, IL 60091
87
Wealthminder
score

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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