Overview
Assets Under Management: $191 million
Headquarters: NORFOLK, VA
Frequently Asked Questions
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106060), WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC is headquartered in NORFOLK, VA.
According to their SEC Form ADV, WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC offers portfolio management for businesses and portfolio management for pooled investment vehicles. View all service details ↓
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC manages $191 million in client assets according to their SEC filing dated May 01, 2024.
According to their SEC Form ADV, WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC serves businesses and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles
Clients
Total Client Accounts: 4
Discretionary Accounts: 4
Regulatory Filings
CRD Number: 106060
Filing ID: 1872994
Last Filing Date: 2024-05-01 05:19:00