Overview
Assets Under Management: $689 million
High-Net-Worth Clients: 59
Average Client Assets: $12 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.81
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 202
Discretionary Accounts: 201
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 332026
Last Filing Date: 2024-09-25 00:00:00
Website: https://scottcp.com