Anmelden Kostenlos registrieren

Smith, Thurman Leonard (Winchester)


Smith, Thurman Leonard is an adviser based in Winchester. It manages $41.69 million of regulatory assets for 57 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Massachusetts.

Logo

Smith, Thurman Leonard provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Smith, Thurman Leonard: assets under management

The assets under management (AUM) of Smith, Thurman Leonard is $41.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $731.45 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Smith, Thurman Leonard for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Winchester

The principal office where Smith, Thurman Leonard performs its advisory services is located at 64 Church Street, Winchester, MA 01890 2547 The mailing address of the firm is P.O. Box 170066, Boston, MA 02117 0066. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-729-6844 or by fax 781-729-3852. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.equityfundoutlook.com.


Registered investment advisers similar to Smith, Thurman Leonard