Smith, Salley & Associates

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Last updated: February 17th, 2020. Data source: SEC filings.

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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.



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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 10
Percentage of Advisors Trusted 69%
Minimum Investment $250,000
Average Client Balance $3,075,647
Total AUM $1.4 billion
Advisor / Client Ratio 1:35
Headquarters Greensboro, NC
SEC Filings View SEC IAPD CRD #129614
State(s) Registered FL, MA, MI, NY, NC, OH, SC, TN, TX, VA

SEC data accurate as of 02/17/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use. Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.