Herbert R Smith Incorporated is a large advisory firm based in Wichita Falls. It manages $60.44 million of regulatory assets for 161 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Herbert R Smith Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Herbert R Smith Incorporated is $60.44 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Herbert R Smith Incorporated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Sharon Lou Oldfield joined the executive team most recently as the Cco.
The principal office where Herbert R Smith Incorporated performs its advisory services is located at 901 Indiana Avenue, Suite 250, Wichita Falls, TX 76301 The mailing address of the firm is P O Box 180, Wichita Falls, TX 76307 0180. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 940-723-5565 or by fax 940-322-3887. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.herbsmith.com.