Smedley Financial Services Inc

RIASEC Registered

Total AUM

$397M

Discretionary

$397M

100% of AUM

Avg account

$202K

Accounts

1,961

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: HNWI54.96%
Individuals44.48%
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, owner-operated registered investment adviser that has been SEC-registered since 1982. The firm serves both individuals/families and institutional clients, offering a mix of financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and the publication of periodicals or newsletters. It also operates as an insurance broker and uses a variety of fee arrangements — including percentage of AUM, hourly, subscription, fixed fees, commissions and other structures — indicating flexible pricing to match client needs. Smedley does not identify as an active ESG investor and is not designated as a multi-state adviser. The firm was included on FA Magazine’s Top RIA Firms list in 2020.