Smith, Salley & Associates

Is this your firm? Verify your profile


Trust Score 98%
Trust Score  info_outline
business

Smith, Salley & Associates, federally registered in 2003, is a Registered Investment Advisor (RIA) in 11 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.

Last updated: September 21st, 2019. Data source: SEC filings.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF



Firm Information


Feature Value
Rank (United States) 49 / 7,646
Top Advisors View Advisors
Minimum Investment $250,000
Average Client Balance $3,075,647
Dually-Registered No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:35
Headquarters Greensboro, NC
SEC Filings Forms and Brochures    (CRD # 129614)
State(s) Registered FL, GA, MA, MI, NY, NC, OH, SC, TN, TX, VA


Questions & Answers



Get answers about Smith, Salley & Associates


Ask a question question_answer