Smith Shellnut Wilson is an investment advisor in Ridgeland with $7.76 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-49071
FINRA CRD number
106235
AUM ?
$7.23 bn
(as of 17 Apr 24)
Accounts
696
(as of 17 Apr 24)
Employees
16
(14 investment advisory or research)
Address
Smith Shellnut Wilson
661 SUNNYBROOK ROAD
STE 130
RIDGELAND
MS 39157
661 SUNNYBROOK ROAD
STE 130
RIDGELAND
MS 39157
Phone
601-605-1776
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
21 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21