SMITH SHELLNUT WILSON

661 Sunnybrook Road
Suite 130
Ridgeland, Mississippi 39157
Tel: 601-605-1776

About SMITH SHELLNUT WILSON

SMITH SHELLNUT WILSON, formally registered with the SEC as SMITH SHELLNUT WILSON. The firm was established in 04/26/1995. They have over 2 offices throughout the country.

SMITH SHELLNUT WILSON is a Ridgeland, Mississippi based Financial Planning firm with nearly $7,233,687,387 assets under management, offering retirement planning & investment advisory services to 696 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106235
SEC#	801-49071
Assets Managed by Firm	$7,233,687,387
No. of Clients	696
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Security ratings or pricing services

Firm Client Information

	No. of Clients	AUM
Firm Total	696	$7,233,687,387
Individuals (other than high net worth individuals)	193	$57,558,742
High net worth individuals	55	$235,212,917
Pension and profit sharing plans	12	$33,377,617
Charitable organizations	23	$212,778,832
Corporations or other businesses	32	$94,531,020

More Retirement Planning firms in Ridgeland, Mississippi:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HARDY REED, LLC 101 S. Front Street Tupelo, MS, 38804	$1,865,178,576	348	18
THE MOLPUS WOODLANDS GROUP, LLC 402 W. Parkway Place Ridgeland, MS, 39157	$1,341,890,722	6	110
MAG CAP 1076 Highland Colony Parkway, Suite 291 Ridgeland, MS, 39157	$1,148,400,486	3008	18
BARNES PETTEY FINANCIAL ADVISORS, LLC 252 Sunflower Avenue Clarksdale, MS, 38614	$1,087,865,356	2816	15
BALLEW ADVISORS INC 100 Vision Drive, Suite 325 Jackson, MS, 39211	$1,043,103,728	1668	11

Explore More Retirement Advisors in Ridgeland, Mississippi

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.