Overview
Assets Under Management: $342 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 6
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.09
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 1,952
Discretionary Accounts: 1,952
Regulatory Filings
CRD Number: 110870
Filing ID: 2008563
Last Filing Date: 2025-08-08 11:33:00
Website: https://smedleyfinancial.com