Prentiss Smith & Company Review


Trust Score 96%
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Prentiss Smith & Company, federally registered in 1982, is a Registered Investment Advisor (RIA) in 15 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.

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Firm Information


Feature Value
Minimum Investment $400,000
Avg Account Balance $693,272
Hybrid Advisor No
Disciplinary History No
Total AUM $395.9 million
Advisor / Client Ratio 1:191
Headquarters Brattleboro, VT
SEC Filings Forms and Brochures
State(s) Registered AZ, CA, CT, DC, FL, MD, MA, MI, NE, NH, NY, OH, PA, TX, VT


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