150 West Main Street
Ste 1700
Norfolk, Virginia 23510
Tel: 757-623-3676
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC, formally registered with the SEC as WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. The firm was established in 11/30/1990. They have over 4 offices throughout the country.
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC is a Norfolk, Virginia based Financial Planning firm with nearly $4,754,536,565 assets under management, offering retirement planning & investment advisory services to 5210 clients. The firm is staffed with 45 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106060 |
SEC# | 801-37972 |
Assets Managed by Firm | $4,754,536,565 |
No. of Clients | 5210 |
No. of Advisors | 45 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5210 | $4,754,536,565 |
Individuals (other than high net worth individuals) | 1567 | $515,914,791 |
High net worth individuals | 814 | $3,201,511,386 |
Pension and profit sharing plans | 9 | $23,098,398 |
Charitable organizations | 51 | $179,908,359 |
Corporations or other businesses | 126 | $625,792,952 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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