Smedley Financial Services Inc
Smedley Financial Services Inc is an SEC-registered mass-market adviser in Salt Lake City, UT with $341.8M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Smedley Financial Services Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110870, SEC 801-17207, data through 2025-08-08.
- AUM (assets under management / regulatory AUM)
- $341.8M (2025-08-08)
- Firm type
- Mass-Market Adviser
- Location
- Salt Lake City, UT
- Employees
- 10
- Clients
- 778
- CRD
- 110870
- Ownership
- JESSOP, SHARLA, J; SMEDLEY, ROGER, MERRILL; DERRICK, JAMES, R
How much AUM does Smedley Financial Services Inc have?
Smedley Financial Services Inc reported $341.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-08-08).
Who owns Smedley Financial Services Inc?
Disclosed owners and executives of Smedley Financial Services Inc include JESSOP, SHARLA, J, SMEDLEY, ROGER, MERRILL, DERRICK, JAMES, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.