SHEETS SMITH WEALTH Overview

Sheets Smith Wealth Management is an investment advisor that manages 728.6 MM dollars in regulatory AUM and has 15 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/01 to 06/30/16. The fund's latest filing disclosed 344MM in positions, representing 47% of the manager's regulatory AUM.

SHEETS SMITH WEALTH StockAlpha

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Fundamental & Technical Factor Exposure

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SHEETS SMITH WEALTH Since Last Filing Return Details

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SHEETS SMITH WEALTH Founders and Key Employees

Name Title In Position Since
John R. Sheets President October-1982
David B. Gilbert Executive Vice President June-1995
Paul T. Anthony Chief Compliance Officer March-2005

SHEETS SMITH WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

SHEETS SMITH WEALTH Investment Strategy

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SHEETS SMITH WEALTH Portfolio Concentration

SHEETS SMITH WEALTH Location

120 CLUB OAKS COURT
SUITE 200
WINSTON SALEM, North Carolina
UNITED STATES, 27104-4680

SHEETS SMITH WEALTH Contact Information

Phone Number: 336-765-2020
Fax Number: 336-765-6756
Website:

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