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SMITH W B & CO INC
CRD 105917 · SEC 801-29558
MA, United States
Phone
978-468-2213
Fax
978-468-2213
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$323.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $43.4M |
| Other investment advisers | 6 | $280.2M |
States served
MA
Official SEC filing: View on IAPD