SMEDLEY FINANCIAL SERVICES INC

SALT LAKE CITY, Utah·3 registered advisors·CRD# 110870
SEC# 801-172070801-355-8888
01

Firm Overview

AUM
$307M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: SUB-ADVISORY FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SMEDLEY FINANCIAL SERVICES INC

3 registered advisors
James R Derrick
SALT LAKE CITY, Utah
Roger Merrill Smedley
SALT LAKE CITY, Utah
Sharla J Jessop
SALT LAKE CITY, Utah
05

Office Locations

SALT LAKE CITY, Utah
3 advisors

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Data sourced from SEC Form ADV filings. SMEDLEY FINANCIAL SERVICES INC (CRD# 110870) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.