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SMITH PARTNERS WEALTH MANAGEMENT, LLC
Tel: 336 272 9488
128 E Fisher Ave Greensboro, North Carolina 27401-2034
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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