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Last updated: February 23rd, 2020. Data source: SEC filings.
Prentiss Smith & Company, federally registered in 1982, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 3 advisors. Prentiss Smith & Company manages $395.9 million and provides investment advisory services for 571 clients (1:191 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 10%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||18|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$693,272|
|Total AUM||$395.9 million|
|Advisor / Client Ratio||1:191|
|SEC Filings||View SEC IAPD CRD #110928|
|State(s) Registered||CA, CT, DC, FL, MA, NE, NH, NY, OH, OR, PA, TX, VT|