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
P. O. Box 599, Wilmette, IL 60091
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • 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
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 Smith, financial advisor Wilmette IL
Alexander D. Smith
CRD#: 3051206
328 Linden Avenue, Suite F, Wilmette, IL 60091

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, financial advisor Wilmette IL
William R. Smith
CRD#: 429272
328 Linden Avenue, Suite F, Wilmette, IL 60091

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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