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Scott Marsh Financial LLC
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CRD # | 122169 |
SEC # | 801-112911 |
CIK # | |
AUM | $147.2 MM (2024-02-16) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 801-272-4677 |
Address | 1321 East 4170 South Salt Lake City, UT 84124-1456 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 128 | 53.2 |
(b) Individuals (high net worth individuals) | 41 | 91.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 1.5 |
(h) Charitable organizations | 0 | 0.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 522 | 147.2 |
By Discretionary | ||
Discretionary | 522 | 147.2 |
Non-Discretionary | 0 | 0.0 |
Total | 522 | 147.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 147.2 | |
Total | 522 | 147.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
CDKV Holdings LLC
✚
|
CO | 0.1 |
Daner Wealth Management LLC
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|
GA | 0.1 |
Martin Fleisher JD PC
✚
|
NY | 0.1 |
Yardley Wealth Management LLC
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|
PA | 0.1 |
Seed Wealth Management Inc
✚
|
IL | 0.1 |
Finaport Asset Management AG
✚
|
0.1 | |
MH & Associates Securities Management Corp
✚
|
CA | 0.1 |
Ocean Park Asset Management Inc
✚
|
CA | 0.1 |
Bledsoe Asset Management LLC
✚
|
AZ | 0.1 |
Miller Wealth Advisors LLC
✚
|
CO | 0.1 |