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William Clark Smith

WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC·RIDGELAND, Mississippi
Clean recordWOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC
800 WOODLANDS PKY, RIDGELAND, MS 39157CRD# 2108204Firm CRD# 114968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Clark Smith · RIDGELAND, MS
Registration
CRD #2108204 · WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Clark Smith is a registered financial advisor based in RIDGELAND, Mississippi, affiliated with WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, 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
ELEMENT WEALTH, LLC
ELEMENT WEALTH, LLC
AUM
$550M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ELEMENT WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2108204
Firm CRD# 114968
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Clark Smith offer?
William Clark Smith specializes in Financial Planning, Investment Management. Contact their office in RIDGELAND, Mississippi for a consultation.
What are William Clark Smith's credentials?
William Clark Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Clark Smith located?
William Clark Smith is based in RIDGELAND, Mississippi, working with WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.
How does William Clark Smith charge for services?
William Clark Smith's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC?
WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC has approximately 11 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC

Roger Clayton Davis
RIDGELAND, MS
Danny Collins Williams
RIDGELAND, MS
Barry Carl Smith
RIDGELAND, MS
Jeremy Martin Nelson
RIDGELAND, MS

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Nearby cities in Mississippi
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Research
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