Smith, Salley & Associates Review

Trust Score 98%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Smith, Salley & Associates, federally registered in 2003, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 11 advisors. Smith, Salley & Associates manages $1.4 billion and provides investment advisory services for 448 clients (1:41 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $3,075,647
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:41
Headquarters Greensboro, NC
SEC Filings Forms and Brochures    (CRD # 129614)
State(s) Registered FL, GA, MI, NY, NC, OH, SC, TN, TX, VA

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