SMITH & WYATT
Tel: 979-431-5440 511 University Dr. E Suite 210 College Station, Texas 77840
About SMITH & WYATT
SMITH & WYATT is a College Station, Texas based financial advisory firm with nearly $158,577,226 in assets under management and provides investment advisory services for 681 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
285310
Firm SEC#:
801-128977
Assets Under Management:
$158,577,226
No. of Clients:
681
No. of Advisors:
8
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Other (SOLICITOR)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (SET UP FEE)
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