RIA Intel›Advisers›Utah›SMEDLEY FINANCIAL SERVICES INC

SMEDLEY FINANCIAL SERVICES INC

Advisory

N·SALT LAKE CITY, UT

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM
$397M
1-Year AUM Growth
+10.6%
3-Year CAGR
+3.2%
Employees
6
Assets Under Management
Total AUM$397M
Discretionary AUM$397M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients779
Team
Total Employees6
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record55
First FilingApr 30, 2001
Latest FilingJul 29, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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