SMITH SALLEY WEALTH MANAGEMENT

324 West Wendover Avenue
Suite 301
Greensboro, North Carolina 27408
Tel: 336-379-7556

About SMITH SALLEY WEALTH MANAGEMENT

SMITH SALLEY WEALTH MANAGEMENT, formally registered with the SEC as SMITH SALLEY WEALTH MANAGEMENT. The firm was established in 12/18/2003. They have over 4 offices throughout the country.

SMITH SALLEY WEALTH MANAGEMENT is a Greensboro, North Carolina based Financial Planning firm with nearly $3,061,316,134 assets under management, offering retirement planning & investment advisory services to 2327 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129614
SEC#	801-62538
Assets Managed by Firm	$3,061,316,134
No. of Clients	2327
No. of Advisors	19

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2327	$3,061,316,134
Individuals (other than high net worth individuals)	387	$182,268,725
High net worth individuals	453	$1,463,089,303
Charitable organizations	7	$26,280,224
Corporations or other businesses	28	$134,621,025

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