Assets Under Management
$307.1M
Number of Clients
778
Number of Advisors
7
Average Client AUM
$395K
AUM per Advisor
$43.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Smedley Financial Services offers wealth strategies and managed investment portfolios for affluent clients. Services include financial planning, asset management, and retirement plan consulting. The firm focuses on client relationships, wealth planning solutions, and investment management.
102 S. 200 E., Suite 100, Salt Lake City, UT, 84111