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Home > Retirement Planners > texas > lubbock > BONNER & SMITH, LLC
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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| $298,729,428,900 | 360116 | 4065 | |
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