SMITH WILLIAM BRUCE
Legal name: SMITH WB FINANCIAL GROUP
CRD #107543 SEC #801-33087 GRAFTON, MA 508-839-4465
SEC Registered
Total AUM
$202M
Discretionary
$27M
Employees
5
Clients
101
Accounts
287
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $287.5M | $42.5M | $245M | 5 | -- |
| Apr 2010 | $262.3M | $32.3M | $230M | 5 | -- |
| Mar 2009 | $232.5M | $27.5M | $205M | 5 | -- |
| Mar 2008 | $250M | $30M | $220M | 5 | -- |
| Mar 2007 | $202M | $27M | $175M | 5 | -- |
| Mar 2002 | $95M | $10M | $85M | 5 | -- |
| Aug 2001 | $95M | $10M | $85M | 5 | -- |
DateMar 2011
Total AUM$287.5M
Discretionary$42.5M
Non-Disc.$245M
Employees5
Clients--
DateApr 2010
Total AUM$262.3M
Discretionary$32.3M
Non-Disc.$230M
Employees5
Clients--
DateMar 2009
Total AUM$232.5M
Discretionary$27.5M
Non-Disc.$205M
Employees5
Clients--
DateMar 2008
Total AUM$250M
Discretionary$30M
Non-Disc.$220M
Employees5
Clients--
DateMar 2007
Total AUM$202M
Discretionary$27M
Non-Disc.$175M
Employees5
Clients--
DateMar 2002
Total AUM$95M
Discretionary$10M
Non-Disc.$85M
Employees5
Clients--
DateAug 2001
Total AUM$95M
Discretionary$10M
Non-Disc.$85M
Employees5
Clients--