National Retirement Planning Experts

National Coverage
Local Professionals

PRENTISS SMITH & COMPANY, INC.

950 Western Avenue
Brattleboro, Vermont 05301
Tel: 802-254-2913

Need a Financial Advisor?
Compare Vetted Advisors

About PRENTISS SMITH & COMPANY, INC.

PRENTISS SMITH & COMPANY, INC, formally registered with the SEC as PRENTISS SMITH & COMPANY, INC. The firm was established in 09/10/1982. They have over 2 offices throughout the country.

PRENTISS SMITH & COMPANY, INC. is a Brattleboro, Vermont based Financial Planning firm with nearly $439,065,707 assets under management, offering retirement planning & investment advisory services to 655 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110928
SEC#801-17579
Assets Managed by Firm$439,065,707
No. of Clients655
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters
  • Other (FINANCIAL ANALYSIS CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total655$439,065,707
Individuals (other than high net worth individuals)601$258,412,463
High net worth individuals23$141,230,699
Charitable organizations16$7,139,619
Corporations or other businesses15$32,282,926

More Retirement Planning firms in Brattleboro, Vermont:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NLG CAPITAL, INC.
One National Life Drive
Montpelier, VT, 05604
$35,941,367,795843
CHAMPLAIN INVESTMENT PARTNERS, LLC
180 Battery Street, Suite 400
Burlington, VT, 05401-5334
$17,319,756,03511942
MANCHESTER CAPITAL MANAGEMENT LLC
3657 Main Street
Manchester, VT, 05254
$3,688,455,226168437
ESI FINANCIAL ADVISORS
One National Life Drive
Montpelier, VT, 05604
$2,124,751,34511558450
MAPLE CAPITAL MANAGEMENT, INC.
535 Stone Cutters Way
Montpelier, VT, 05602
$1,723,412,484264923

Explore More Retirement Advisors in Brattleboro, Vermont