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SMITH SHELLNUT WILSON

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

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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 StatusApproved
Firm CRD#106235
SEC#801-49071
Assets Managed by Firm$7,233,687,387
No. of Clients696
No. of Advisors16

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 ClientsAUM
Firm Total696$7,233,687,387
Individuals (other than high net worth individuals)193$57,558,742
High net worth individuals55$235,212,917
Pension and profit sharing plans12$33,377,617
Charitable organizations23$212,778,832
Corporations or other businesses32$94,531,020

More Retirement Planning firms in Ridgeland, Mississippi:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
HARDY REED, LLC
101 S. Front Street
Tupelo, MS, 38804
$1,865,178,57634818
THE MOLPUS WOODLANDS GROUP, LLC
402 W. Parkway Place
Ridgeland, MS, 39157
$1,341,890,7226110
MAG CAP
1076 Highland Colony Parkway, Suite 291
Ridgeland, MS, 39157
$1,148,400,486300818
BARNES PETTEY FINANCIAL ADVISORS, LLC
252 Sunflower Avenue
Clarksdale, MS, 38614
$1,087,865,356281615
BALLEW ADVISORS INC
100 Vision Drive, Suite 325
Jackson, MS, 39211
$1,043,103,728166811

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