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SHEETS SMITH WEALTH MANAGEMENT

Tel: 336-765-2020
120 Club Oaks Court
Suite 200
Winston Salem, North Carolina  27104-4680

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SHEETS SMITH WEALTH MANAGEMENT

SHEETS SMITH WEALTH MANAGEMENT is a Winston Salem, North Carolina based financial advisory firm with nearly $1,244,346,361 in assets under management and provides investment advisory services for 1039 clients. There are currently 17 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

105710

SEC#:

801-31437

No. of Clients:

1039

Assets under Management

$1,244,346,361

No. of Advisors:

17

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