Smith W B & Co Inc
● SEC registered since 1987CRD 105917SEC# 801-29558
Reg. AUM
$323.6M
Employees
1
Accounts
8
Location
—
Smith W B & Co Inc assets under management
Smith W B & Co Inc is an investment advisory firm registered with the SEC. The firm has been registered since 1987. It reports $323.6 million in regulatory assets under management and employs 1 people.
Smith W B & Co Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| III William Burke Smith Control | President, Chief Compliance Officer | Over 75% | 1987 |
Frequently asked questions
How much does Smith W B & Co Inc manage?
Smith W B & Co Inc reports $323.6 million in regulatory assets under management on its Form ADV.
How many employees does Smith W B & Co Inc have?
Smith W B & Co Inc reports 1 employees.
Does Smith W B & Co Inc disclose fund performance?
Smith W B & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 978-468-2213 |
| Fax | 978-468-2213 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$323.6M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$323.6Mregulatory AUM
Discretionary $0Non-discretionary $323.6M