Smedley Financial Services Inc

$396.7MAssets under management
as of Jul 2026 · SEC Form ADV
Salt Lake City, UT
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Tech stack

No one at Smedley Financial Services Inc has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Smedley Financial Services Inc's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $278M held · filed Dec 2024
Portfolio Management