Company Overview
- Headquarters
- 150 West Main Street Suite 1700, Norfolk VA
- Website
- wstam.com
- Phone
- (757) 623-3676
- Employees
- 42
- Founded in
- 1990
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$20B
Who is Wilbanks Smith Thomas Asset Management LLC
Wilbanks Smith Thomas Asset Management LLC (WST) is a registered investment advisory firm based in Norfolk, Virginia. Founded in 1990, the firm employs 42 people and manages over $5.0 billion in assets. WST provides a range of asset management solutions for a diverse clientele, including individual taxable clients and institutional investors such as endowments, foundations, pension funds, and profit-sharing plans. Their services include wealth management, institutional advisory and consulting, and advisor solutions (sub-advisory). Additionally, WST Capital Management, a division of WST, specializes in ETF strategies, offering risk-managed, model-based asset class investment solutions. WST emphasizes a personalized approach to client relationships, tailoring their strategies to each client's unique circumstances and aspirations. The firm is dedicated to earning and maintaining the trust of its clients by focusing on the achievement of their financial goals. For more information about Wilbanks Smith Thomas Asset Management LLC, visit their website at wstam.com.
Wilbanks Smith Thomas Asset Management LLC Industry Tags
Wilbanks Smith Thomas Asset Management LLC Tech Stack
Companies Similar to Wilbanks Smith Thomas Asset Management LLC
Analyze industry trends and opportunities by examining competitors and companies comparable to Wilbanks Smith Thomas Asset Management LLC, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
20M | 46 | Rochester, NY | 1969 | |
20M | 24 | Keystone, IA | ||
20M | 30 | Clackamas, OR | 2007 | |
20M | 31 | Warwick, RI | 1999 | |
20M | 98 | Mason, OH | 1993 |