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William Patrick Smith

SMITH THORNTON ADVISORS, LLC·HUNTSVILLE, Alabama
Clean recordSMITH THORNTON ADVISORS, LLC
626 CLINTON AVENUE WEST, HUNTSVILLE, AL 35801CRD# 5944528Firm CRD# 312537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Patrick Smith · HUNTSVILLE, AL
Registration
CRD #5944528 · SMITH THORNTON ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Patrick Smith is a registered financial advisor based in HUNTSVILLE, Alabama, affiliated with SMITH THORNTON ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SMITH THORNTON ADVISORS, LLC
SMITH THORNTON ADVISORS, LLC
AUM
$735M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SMITH THORNTON ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5944528
Firm CRD# 312537
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Patrick Smith offer?
William Patrick Smith specializes in Financial Planning, Investment Management. Contact their office in HUNTSVILLE, Alabama for a consultation.
What are William Patrick Smith's credentials?
William Patrick Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Patrick Smith located?
William Patrick Smith is based in HUNTSVILLE, Alabama, working with SMITH THORNTON ADVISORS, LLC. Their office serves clients in the HUNTSVILLE metropolitan area and surrounding communities.
How does William Patrick Smith charge for services?
William Patrick Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMITH THORNTON ADVISORS, LLC?
SMITH THORNTON ADVISORS, LLC has approximately 6 employees and manages $735M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMITH THORNTON ADVISORS, LLC

Donna Mack Ryberg
HUNTSVILLE, AL
Richard Joseph Smith
HUNTSVILLE, AL
Steven Curtis Thornton
HUNTSVILLE, AL

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Research
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