Scott & Associates Investment Advisory Services
Scott & Associates Investment Advisory Services (CRD# 135506) is a financial advisory firm headquartered in Saint Helena, CA. They manage $53,663,080 in 164 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Scott & Associates Investment Advisory Services
By the Numbers
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Total Assets Under Management54MILLION
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Total Number of Accounts164ACCOUNTS
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Average Account Value$327,214
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Scott & Associates Investment Advisory Services
1
Patrick Scott (CRD# 4956855) is an Investment Advisor Representative working at Scott & Associates Investment Advisory Services in Saint Helena, CA and has over 24 years of experience in the finance industry.
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