BONNER & SMITH, LLC

5308 114th St
Lubbock, Texas 79424
Tel: 806-798-1880

About BONNER & SMITH, LLC

BONNER & SMITH, LLC, formally registered with the SEC as BONNER & SMITH, LLC. The firm was established in 03/18/2015. They have over 1 offices throughout the country.

BONNER & SMITH, LLC is a Lubbock, Texas based Financial Planning firm with nearly $262,323,428 assets under management, offering retirement planning & investment advisory services to 1053 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114287
SEC#	801-81163
Assets Managed by Firm	$262,323,428
No. of Clients	1053
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1053	$262,323,428
Individuals (other than high net worth individuals)	188	$63,223,542
High net worth individuals	92	$199,099,886

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