Bonner & Smith, LLC - Investment Advisers

About Bonner & Smith, LLC

Bonner & Smith, LLC is a registered investment adviser headquartered in Lubbock, Texas, and is one of the investment advisers in Texas in this directory. The firm is paid by its clients through fees rather than commissions, and it offers comprehensive financial planning alongside investment management. The firm's services include discretionary management of client portfolios, along with retirement, tax and estate planning. Its clients include individual investors, corporate profit-sharing plans and trusts. The firm reports $314.77 million in regulatory assets under management and three employees. Keith Bonner, Susan Smith and Rusti Pitts are listed as investment adviser representatives, and Bonner and Smith are described as fiduciaries committed to acting in their clients' best interests. Bonner & Smith is also included in the Directory of US Investment Advisers, which lists firms of this type across the country. --- Note: The brief called for 3 to 5 link slots, but only two were provided, so the text includes two links.

Key Facts

Assets Under Management

$314.77M

Employees

3

SEC File Number

801-81163