Jonathan Smith & Co Investment Counsel LLC (Greensboro)

Name: Jonathan Smith & Co Investment Counsel LLC
Address: 128 East Fisher Ave, Greensboro, NC, 27401
Telephone: 336-272-9488

Jonathan Smith & Co Investment Counsel LLC is a large advisory firm based in Greensboro. It manages $40.21 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida and North Carolina.

Jonathan Smith & Co Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jonathan Smith & Co Investment Counsel: assets under management

The assets under management (AUM) of Jonathan Smith & Co Investment Counsel LLC is $40.21 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $31.48 million in discretionary accounts and $8.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $288.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.73 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jonathan Smith & Co Investment Counsel LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greensboro

The principal office where Jonathan Smith & Co Investment Counsel LLC performs its advisory services is located at 128 East Fisher Ave, Greensboro, NC 27401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 336-272-9488 or by fax 336-272-2654. The normal business hours are 9am-5pm (fri 9am-1pm) on Monday - Friday. You can find more information about the New York firm at www.jonathansmith.com.

Jonathan Smith & Co Investment Counsel LLC (Greensboro)

Jonathan Smith & Co Investment Counsel: assets under management

Fees & Commissions

Based in Greensboro

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