Smith, Salley & Associates is an investment advisor in Greensboro with $2.72 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
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
324 WEST WENDOVER AVENUE, SUITE 301
GREENSBORO
NC 27408
Phone
336-379-7556
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
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