Smith Richard Deloy is a large advisory firm based in Boise. It manages $25.3 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2001.
Smith Richard Deloy provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Smith Richard Deloy is $25.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Smith Richard Deloy for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Smith Richard Deloy is owned by Richard Deloy Smith. Sheila Kay Baum joined the executive team most recently as the Chief Compliance Officer.
The principal office where Smith Richard Deloy performs its advisory services is located at 6225 N. Meeker Place, Suite 120, Boise, ID 83713, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 208-378-1304 or by fax 208-378-1479. The normal business hours are 9:00am to 4:30pm on Monday - Friday.