Smith W B & Co Inc
Smith W B & Co Inc is an SEC-registered ria with $323.6M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Smith W B & Co Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105917, SEC 801-29558, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $323.6M (2026-03-24)
- Firm type
- Ria
- Employees
- 1
- Clients
- 2
- CRD
- 105917
- Ownership
- SMITH, WILLIAM, BURKE; SMITH, III, WILLIAM, BURKE
How much AUM does Smith W B & Co Inc have?
Smith W B & Co Inc reported $323.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Smith W B & Co Inc?
Disclosed owners and executives of Smith W B & Co Inc include SMITH, WILLIAM, BURKE, SMITH, III, WILLIAM, BURKE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.