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Smith, Salley & Associates

Company Profile
Smith, Salley & Associates is an investment advisor in Greensboro with $2.72 bn assets under management.

Company profile

Website
www.smith-salley.com
Employees
Incorporated
North Carolina
Location
North Carolina
Fiscal year end
Dec 31
SEC CIK
0001482012
IRS number
562414755
SEC advisor number
801-62538
FINRA CRD number
129614
AUM ?
$2.72 bn (as of 30 Nov 22)
Accounts
1,898 (as of 30 Nov 22)
Employees
17 (13 investment advisory or research)
Address
Smith, Salley & Associates
324 WEST WENDOVER AVENUE, SUITE 301
GREENSBORO
NC 27408
Phone
336-379-7556
Brochures
  • Smith, Salley & Associates, LLC Brochure (26 Oct 22)
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21
13F-HR
Quarterly holdings report by institutional manager
9 Aug 21
13F-HR
Quarterly holdings report by institutional manager
30 Apr 21
13F-HR
Quarterly holdings report by institutional manager
28 Jan 21
13F-HR
Quarterly holdings report by institutional manager
5 Nov 20
13F-HR
Quarterly holdings report by institutional manager
4 Aug 20
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