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Home > Retirement Planners > vermont > brattleboro > PRENTISS SMITH & COMPANY, INC.
PRENTISS SMITH & COMPANY, INC.
950 Western Avenue
Brattleboro, Vermont 05301
Tel: 802-254-2913
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 Status | Approved |
|---|---|
| Firm CRD# | 110928 |
| SEC# | 801-17579 |
| Assets Managed by Firm | $439,065,707 |
| No. of Clients | 655 |
| No. of Advisors | 9 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 655 | $439,065,707 |
| Individuals (other than high net worth individuals) | 601 | $258,412,463 |
| High net worth individuals | 23 | $141,230,699 |
| Charitable organizations | 16 | $7,139,619 |
| Corporations or other businesses | 15 | $32,282,926 |
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