Is this your firm? Access your profile
Last updated: February 17th, 2020. Data source: SEC filings.
Views: 23. Downloads: 1. info_outline
Smith, Salley & Associates, federally registered in 2003, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 13 advisors. Smith, Salley & Associates manages $1.4 billion and provides investment advisory services for 448 clients (1:35 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||10|
|Percentage of Advisors Trusted||69%|
|Average Client Balance||$3,075,647|
|Total AUM||$1.4 billion|
|Advisor / Client Ratio||1:35|
|SEC Filings||View SEC IAPD CRD #129614|
|State(s) Registered||FL, MA, MI, NY, NC, OH, SC, TN, TX, VA|