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Wilbanks, Smith & Thomas Asset Management, Llc
Norfolk, Virginia
Wilbanks, Smith & Thomas Asset Management, LLC is a highly regarded local investment advisory firm headquartered in Norfolk, VA. With a strong presence in the industry, the company operates from four offices strategically located across the region. Committed to delivering exceptional financial solutions, Wilbanks, Smith & Thomas Asset Management, LLC boasts a dedicated team of 45 professionals, 21 of whom specialize in providing expert investment advisory services.
The firm's impressive track record is evident in its average assets under management per investment advisor, which stands at approximately $226,410,000. This figure su...see more
Assets Under Mgmt
$4.75B
Investment Professionals
21
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Reviews for Wilbanks, Smith & Thomas Asset Management, Llc
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