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SMITH PARTNERS WEALTH MANAGEMENT, LLC

Tel: 336 272 9488
128 E Fisher Ave
Greensboro, North Carolina  27401-2034

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SMITH PARTNERS WEALTH MANAGEMENT, LLC

SMITH PARTNERS WEALTH MANAGEMENT, LLC is a Greensboro, North Carolina based financial advisory firm with nearly $174,515,048 in assets under management and provides investment advisory services for 434 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

112231

SEC#:

801-120950

No. of Clients:

434

Assets under Management

$174,515,048

No. of Advisors:

4

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