SMITH W B & CO INC

Adviser information for SMITH W B & CO INC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	10	$320.6M
Total	10	$320.6M

Clients

Type	Number	RAUM
Individuals	<5	$4.5M
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$39.8M
State or municipal gov entities	0	$0
Other investment advisers	5	$276.3M
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-29558
SEC ERA File Number	801-29558
SEC CIK Numbers	None
SEC CRD Numbers	105917
Legal Entity Identifier	None

Principal Office

14 BRIDGE STREET
MANCHESTER
MA
United States

Monday - Friday, 9:00 AM - 5:00 PM

Tel: 978-468-2213, Fax: 978-468-2213

Chief Compliance Officer

WILLIAM B, SMITH III

PRESIDENT

14 BRIDGE STREET

MANCHESTER

United States

Tel: 978-468-2213

Fax: 978-468-2213

W***@******M

(Full email address available in API data)

Regulatory Contact

WILLIAM B. SMITH III

PRESIDENT

PO BOX

2399

S HAMILTON