Overview
Assets Under Management: $262 million
Headquarters: LUBBOCK, TX
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,053
Discretionary Accounts: 1,053
Regulatory Filings
CRD Number: 114287
Last Filing Date: 2025-02-18 00:00:00
Website: https://bonner-smith.com