SMITH WHILEY & COMPANY
Legal name: SMITH WHILEY & CO
CRD #107655 SEC #802-101541 BLOOMFIELD, CT 860-548-2513
State Registered Exempt Reporting Private Funds
Total AUM
$91.7M
Discretionary
$91.7M
Employees
11
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $52.6M | $52.6M | $0 | 7 | 1 |
| Mar 2014 | $80.6M | $80.6M | $0 | 7 | 1 |
| Nov 2013 | $76.5M | $76.5M | $0 | 7 | 1 |
| Mar 2013 | $76.5M | $76.5M | $0 | 10 | 1 |
| Jul 2012 | $91.7M | $91.7M | $0 | 11 | 1 |
| Mar 2012 | $96.9M | $96.9M | $0 | 11 | 1 |
| Mar 2011 | $102.1M | $102.1M | $0 | -- | -- |
| Apr 2009 | $110.6M | $110.6M | $0 | 10 | -- |
| Mar 2009 | $110.6M | $110.6M | $0 | 10 | -- |
| Mar 2008 | $92.9M | $92.9M | $0 | -- | -- |
| Mar 2007 | $78.2M | $78.2M | $0 | 10 | -- |
| Mar 2006 | $199.4M | $199.4M | $0 | -- | -- |
| Sep 2005 | $169.8M | $169.8M | $0 | 10 | -- |
| Mar 2004 | $128.2M | $128.2M | $0 | -- | -- |
| Apr 2002 | $90.8M | $90.8M | $0 | 10 | -- |
| Aug 2001 | $45M | $45M | $0 | 10 | -- |
DateMar 2015
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees7
Clients1
DateMar 2014
Total AUM$80.6M
Discretionary$80.6M
Non-Disc.$0
Employees7
Clients1
DateNov 2013
Total AUM$76.5M
Discretionary$76.5M
Non-Disc.$0
Employees7
Clients1
DateMar 2013
Total AUM$76.5M
Discretionary$76.5M
Non-Disc.$0
Employees10
Clients1
DateJul 2012
Total AUM$91.7M
Discretionary$91.7M
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$96.9M
Discretionary$96.9M
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$78.2M
Discretionary$78.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees10
Clients--
DateAug 2001
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees10
Clients--