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Ashlin Thomas Wilbanks

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC·NORFOLK, Virginia
Unclaimed Profile
150 WEST MAIN STREET, NORFOLK, VA 23510CRD# 6179276Firm CRD# 106060
01

About

Ashlin Thomas Wilbanks is a registered financial advisor based in NORFOLK, Virginia, affiliated with WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
AUM
$191M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6179276
Firm CRD# 106060
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ashlin Thomas Wilbanks offer?
Ashlin Thomas Wilbanks specializes in Investment Management, Retirement Planning. Contact their office in NORFOLK, Virginia for a consultation.
What are Ashlin Thomas Wilbanks's credentials?
Ashlin Thomas Wilbanks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ashlin Thomas Wilbanks located?
Ashlin Thomas Wilbanks is based in NORFOLK, Virginia, working with WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.
How does Ashlin Thomas Wilbanks charge for services?
Ashlin Thomas Wilbanks's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC?
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC has approximately 8 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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