SMEDLEY FINANCIAL SERVICES INC

102 S. 200 E.
Suite 100
Salt Lake City, Utah 84111
Tel: 801-355-8888

About SMEDLEY FINANCIAL SERVICES INC

SMEDLEY FINANCIAL SERVICES INC, formally registered with the SEC as SMEDLEY FINANCIAL SERVICES INC. The firm was established in 06/04/1982. They have over 1 offices throughout the country.

SMEDLEY FINANCIAL SERVICES INC is a Salt Lake City, Utah based Financial Planning firm with nearly $307,099,431 assets under management, offering retirement planning & investment advisory services to 2035 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110870
SEC#	801-17207
Assets Managed by Firm	$307,099,431
No. of Clients	2035
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Commission Based
Other (SUB-ADVISORY FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Other (ADVICE TO OTHER REGISTERED INVESTMENT ADVISORS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2035	$307,099,431
Individuals (other than high net worth individuals)	715	$182,105,337
High net worth individuals	63	$124,252,044
Corporations or other businesses	Fewer than 5 clients	$742,050

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TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
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