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