Smith Salley & Associates

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

324 W Wendover Ave Ste 301, Greensboro, ...

Phone Number

(336) 379-7556

Website

www.smith-salley.com

Revenue

<$5 Million

Industry

Finance Securities Trading

About Smith Salley & Associates

Smith Salley Wealth Management is a North Carolina-based wealth management firm that specializes in comprehensive financial planning, investment management, and trust services. The firm is dedicated to providing customized financial plans and transparent advice to help clients effectively manage their wealth. With over 2.89 billion in assets under management and 22 years of experience, they serve more than 1100 families, ensuring personalized strategies for secure retirement. As one of the largest owner-operated firms in the state, Smith Salley emphasizes accessibility and unparalleled service for their clients.Explore more
Smith Salley & Associates's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Smith Salley & Associates Org Chart

GS
United States flag for contact location.
Gregory Smith

President, Chief Executive Officer

PhoneEmail
JC
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Jacob Collinsworth

Head Equity Trader

PhoneEmail
GW
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George Wyatt

Head Fixed Income Trader

PhoneEmail
EF
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Erin Fowlkes

Director, Operations

PhoneEmail

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NT
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Nadi Tadros

Portfolio Manager & Equity Analyst

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BG
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Senior Portfolio Manager, Equity

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AD
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Senior Portfolio Manager, Fixed Income

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AD
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Partner and Financial Advisor

PhoneEmail
MH
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Fixed Income Analyst

PhoneEmail
BB
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Financial Advisor

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PE
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Financial Advisor

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SB
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Financial Advisor

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EB
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Tax Advisor

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BB
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Financial Advisor

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Compare Similar Companies to Smith Salley & Associates

Compare insights from companies similar to Smith Salley & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smith Salley & Associates

<$5M
11-50
Private
<$5M
2004
GS
Gregory SmithPresident, CEO
HFG Wealth Management
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
Hudson Valley Wealth Mana...
<$5M
1-10
Private
-
-
Christopher Conover, Founder & President at Hudson Valley Wealth Management
Christopher ConoverFounder & President
Sierra Pacific Financial ...
<$5M
1-10
Private
<$5M
2005
N/A
Pillar Wealth Management
<$5M
1-10
Private
-
2008
N/A
Vibrance Wealth Managemen...
<$5M
1-10
Private
-
2019
N/A
Sherwood Investment Servi...
<$5M
1-10
Private
-
-
N/A
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Smith Salley & Associates Tech Stack

A closer look at the technologies used by Smith Salley & Associates

goo.gl

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WordPress.org

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Automattic
PHP

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PHP
Cloudflare Website Optimization

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Frequently Asked Questions Regarding Smith Salley & Associates

What is Smith Salley & Associates's official website?
Smith Salley & Associates's official website is www.smith-salley.com What is Smith Salley & Associates's Revenue?
Smith Salley & Associates's revenue is <$5 Million What is Smith Salley & Associates's SIC code?
Smith Salley & Associates's SIC: 62,628 What is Smith Salley & Associates's NAICS code?
Smith Salley & Associates's NAICS: 52,523 How many employees does Smith Salley & Associates have?
Smith Salley & Associates has 11-50 employees What industry does Smith Salley & Associates belong to?
Smith Salley & Associates is in the industry of: Finance, Securities Trading What is Smith Salley & Associates competition?
Smith Salley & Associates top competitors include: Pillar Wealth Management, Sierra Pacific Financial Advisors, Hudson Valley Wealth Management, Sherwood Investment Services What technology does Smith Salley & Associates use?
Some of the popular technologies that Smith Salley & Associates uses are: goo.gl, WordPress.org, PHP, Cloudflare Website Optimization How do I contact Smith Salley & Associates?
Smith Salley & Associates contact info: Phone number: (336) 379-7556 Website: www.smith-salley.com What does Smith Salley & Associates do?

Smith Salley Wealth Management is a North Carolina-based wealth management firm that specializes in comprehensive financial planning, investment management, and trust services. The firm is dedicated to providing customized financial plans and transparent advice to help clients effectively manage their wealth. With over 2.89 billion in assets under... management and 22 years of experience, they serve more than 1100 families, ensuring personalized strategies for secure retirement. As one of the largest owner-operated firms in the state, Smith Salley emphasizes accessibility and unparalleled service for their clients.Read More

 What are Smith Salley & Associates social media links?
Smith Salley & Associates Linkedin page Is Smith Salley & Associates a public company?
Smith Salley & Associates is private company therefore does not currently have an official ticker symbol
See more information about Smith Salley & Associates

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