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SMEDLEY FINANCIAL SERVICES INC
SALT LAKE CITY, UT
801-355-8888
SEC #801-17207Total AUM
$341.8M
Employees
10Clients
779Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
102 S. 200 E.
SUITE 100
SALT LAKE CITY
UT 84111
United States
SUITE 100
SALT LAKE CITY
UT 84111
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
801-355-8888
Financials
Total AUM
$341.8M
Accounts
1,952Discretionary
$341.8M
Accounts
1,952Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
702AUM
$198.5M
HNW Individual Clients
72AUM
$141.3M
Corporation or Business Clients
5AUM
$1.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
ADVICE TO OTHER REGISTERED INVESTMENT ADVISORS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SUB-ADVISORY FEES
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDNENVORTXUTVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.