Smith Graham & Co INV Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,918

Total plan assets

$311.8M

Filings (rows)

Direct comp

$159K

Indirect comp

Showing only "SMITH GRAHAM & CO INV ADVISORS"

View all 12 variants aggregated →

SMITH GRAHAM & CO15 SMITH GRAHAM10 SMITH GRAHAM & CO INVESTMENT ADV8 SMITH GRAHAM & CO INV ADVISORS4 SMITH GRAHAM & CO INVESTMENT3 SMITH GRAHAM & CO INVESTMENT ADVI3 SMITH GRAHAM AND CO3

SERVICES PROVIDED

Investment manager4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees IBEW Local Union No. 99 Retirement Plan International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan · all filings	WALLINGFORD, CT	Investment manager	696	$101.4M	$31K	$0
Board of Trustees IBEW Local Union No. 99 Retirement Plan International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan · all filings	WALLINGFORD, CT	Investment manager	656	$89.3M	$54K	$0
Board of Trustees-Pension Fund Local 96-IBEW Pension Fund Local 96-IBEW · all filings	WALLINGFORD, CT	Investment manager	292	$62.2M	$31K	$0
Board of Trustees-Pension Fund Local 96-IBEW Pension Fund Local 96-IBEW · all filings	WALLINGFORD, CT	Investment manager	274	$58.9M	$43K	$0