| Name | Title | Ownership | Since |
|---|---|---|---|
| III William Burke Smith Control | President, Chief Compliance Officer | Over 75% | 1987 |
Smith W B & Co Inc reports $305.2 million in regulatory assets under management on its Form ADV.
Smith W B & Co Inc reports 1 employees.
Smith W B & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 978-468-2213 |
| Fax | 978-468-2213 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $305.2M |
| Total (RAUM) | $305.2M |