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Smith, Salley & Associates

Smith, Salley & Associates is an investment advisor in Greensboro with $2.03B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
562414755
SEC advisor number
801-62538
FINRA CRD number
129614
AUM ?
$2.03B (as of 18 Aug 21)
Accounts
1,559 (as of 18 Aug 21)
Employees
15 (14 investment advisory or research)
Address
Smith, Salley & Associates
324 WEST WENDOVER AVENUE, SUITE 301
GREENSBORO
NC 27408
Phone
336-379-7556

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 252 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$66.78M 236.88K 234.16K +1.2
$53.82M 380.36K 374.54K +1.6
$37.77M 11.5K 11.23K +2.4
$32.89M 648.52K 581.24K +11.6
$32.74M 12.28K 12.13K +1.3
$32.38M 197.79K 194.68K +1.6
$29.05M 143.21K 141.6K +1.1
$28.27M 103.58K 102.57K +1.0
$25.36M 465.97K 460.73K +1.1
$25.22M 382.33K 378.44K +1.0
$24.8M 177.41K 174.82K +1.5
$24.45M 226.62K 222.19K +2.0
$24.41M 42.72K 42.14K +1.4
$24.08M 108.12K 106.62K +1.4
$23.33M 435.93K 432.43K +0.8
$21.24M 169.47K 166.51K +1.8
$21.02M 108.91K 107.53K +1.3
$19.5M 165.1K 162.15K +1.8
$19.06M 112.68K 111.64K +0.9
$18.56M 94.76K 93.83K +1.0
$17.23M 341.14K 309.9K +10.1
$16.95M 48.76K 47.7K +2.2
$16.83M 86.03K 85.62K +0.5
$16.63M 193.44K 190.77K +1.4
$16.46M 98.25K 96.47K +1.8
$16.26M 222.67K 214.15K +4.0
$16.21M 130.72K 129.51K +0.9
$15.75M 49.22K 48.55K +1.4
$15.73M 104.6K 102.5K +2.0
$15.26M 34.2K 33.65K +1.7
$15.06M 148.47K 147.72K +0.5
$15M 53.31K 53.28K +0.1
$14.68M 118.71K 118.05K +0.6
$14.06M 66.71K 65.29K +2.2
$13.14M 67.05K 66.08K +1.5
$13.08M 61.63K 61.26K +0.6
$12.88M 30.01K 29.99K 0
$12.84M 43.76K 43.11K +1.5
$10.94M 9.15K 9.05K +1.1
$10.91M 145.26K 142.75K +1.8
$10.06M 45.66K 44.9K +1.7
$9.63M 180.9K 133.83K +35.2
$9.6M 22.6K 22.37K +1.0
$8.71M 17.96K 17.37K +3.4
$8.05M 108.34K 90.37K +19.9
$7.6M 55.4K 54.11K +2.4
$7.47M 16.06K 15.73K +2.1
$7.27M 216.38K 213.35K +1.4
$7.24M 74.2K 65.39K +13.5
$7.15M 55.42K 54.69K +1.3
Holdings list only includes long positions. Only includes long positions.

Calendar

5 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings