Smith Salley & Associates LLC
Legal Name: SMITH, SALLEY & ASSOCIATES, LLC
Full Contact Details
Other Info
Smith Salley & Associates LLC is legally known as SMITH, SALLEY & ASSOCIATES, LLC. It is a NC Limited Liability Company. This firm has 14 employees, of which 13 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 18, 2003.
Wealth Management Firm North/South Carolina and Virginia | Smith, Salley & Associates
Smith, Salley & Associates is a trusted wealth management firm that provides financial planning, investment management and trust services in Greensboro, Winston Salem, High Point, North Carolina, South Carolina, Virginia and across the US.
Direct Owners
-
ANDREW DOUGLAS DAVIS
MEMBER/CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%
-
EDMUND SCOTT BATCHELOR
MEMBER owns more than 5% but less than 10%
-
GEORGE GREGORY SMITH
MANAGING MEMBER/CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
-
GEORGE MACKAY SALLEY
MEMBER/CHAIRMAN owns more than 10% but less than 25%
-
HUGO BRIAN MAY
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JAMES BLAKE GUYLER
MEMBER owns less than 5%
-
JAMES SULLIVAN AGNEW
MEMBER owns more than 5% but less than 10%
-
WILLIAM ANDREW DONOVAN
MEMBER owns less than 5%
Firms Located Nearby
- TRENT CAPITAL MANAGEMENT INC
- Holderness Investments Co
- Stearns Financial Services Group Inc
- Fund Direct Advisors Inc
- Triad Financial Advisors Inc
- Zuraw Financial Advisors LLC
- Mcmillion Capital Management Inc
- Cascades Capital Asset Management LLC
- Pension Planning Solutions Inc
- Blueprint Investment Partners LLC
Top Holdings
- TJX COMPANIES INC $9,521k
- PROCTER & GAMBLE CO $8,944k
- AT&T INC $7,721k
- Amazon.com Inc $6,772k
- Chevron Corp $6,047k
- Alphabet Inc $5,944k
- LOWES CO $5,584k
- DISNEY WALT CO $5,541k
- PEPSICO INC $5,522k
- DIAGEO P L C $5,383k