Prentiss Smith & Company, Inc.
Prentiss Smith & Company, Inc. is an SEC-registered wealth manager in Brattleboro, VT with $453.1M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Prentiss Smith & Company, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110928, SEC 801-17579, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $453.1M (2026-06-18)
- Firm type
- Wealth Manager
- Location
- Brattleboro, VT
- Employees
- 8
- Clients
- 319
- CRD
- 110928
- Ownership
- SMITH, PRENTISS, CHARLES; WALKER, GERTRUDE, M.; SMITH, ELIZABETH, RICHARDSON; NOAH R. SMITH TRUST; WHITNEY P. SMITH TRUST
How much AUM does Prentiss Smith & Company, Inc. have?
Prentiss Smith & Company, Inc. reported $453.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Prentiss Smith & Company, Inc.?
Disclosed owners and executives of Prentiss Smith & Company, Inc. include SMITH, PRENTISS, CHARLES, WALKER, GERTRUDE, M., SMITH, ELIZABETH, RICHARDSON, NOAH R. SMITH TRUST, WHITNEY P. SMITH TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.