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. operates as an independent registered investment advisor, having been established in 1982. The firm caters to a diverse client base, including individuals, families, and institutional clients. Smedley Financial Services provides a range of services, including financial planning, portfolio management for both individuals and institutions, and the selection of other advisers. The firm also engages in the publication of periodicals and newsletters, enhancing its advisory offerings. Smedley Financial Services is not an active investor in ESG initiatives and does not classify itself as a multi-state adviser.