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SMEDLEY FINANCIAL SERVICES INC
CRD 110870 · SEC 801-17207
102 S. 200 E., SUITE 100, SALT LAKE CITY, UT, 84111, United States
Phone
801-355-8888
Fax
801-355-1912
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$341.8M
Discretionary AUM
$341.8M
Team
10 total employees; 6 advisory reps; 9 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Commissions; SUB-ADVISORY FEES
Org form
Corporation
Filing date
2025-08-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsADVICE TO OTHER REGISTERED INVESTMENT ADVISORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 702 | $198.5M |
| High net worth individuals | 72 | $141.3M |
| Corporations/business entities | 5 | $1.9M |
States served
AZ, CA, CO, ID, NE, NV, OR, UT, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD