Smith W B & Co Inc

Overview

Smith W B & Co Inc is a corporation registered with the SEC since 1987 and organized as an institutional Registered Investment Adviser with individual ownership. The firm lists portfolio management for individuals and small businesses among its advisory activities while the reported client base is institutional, indicating a narrow roster that may include high-net-worth private clients alongside institutional accounts. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and does not report acting as a capital allocator or as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices