Smedley Financial Services Inc

RIASEC RegisteredEst. 1982

Total AUM

$342M

Discretionary

$342M

100% of AUM

Avg account

$175K

Accounts

1,952

Employees

Advisory reps

Firm details

Headquarters: Salt Lake City , Utah
CRD number: 110870
Registered since: June 4, 1982
Website: www.smedleyfinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Other
Client types: Individuals58.09%
HNWI41.35%
Corporations / Businesses0.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Smedley Financial Services Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1982. The firm operates as a capital allocator and serves both individual/family and institutional clients. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, selection of outside advisers, and publication of periodicals or newsletters. Smedley also functions as an insurance broker and uses a multi-fee approach (percentage of AUM, hourly, subscription, fixed fees, commissions and other arrangements). The firm does not identify as an active ESG investor and is not a multi-state adviser.