Scott Marsh Financial LLC

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Assets, Funds, Holdings

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Scott Marsh Financial LLC
CRD #122169
SEC #801-112911
CIK #
AUM $147.2 MM (2024-02-16)
Employees 1 (100% Investors, 0% Brokers)
Phone801-272-4677
Address1321 East 4170 South
Salt Lake City, UT 84124-1456
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
15012090603002003201020172025
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
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GA 0.1
Martin Fleisher JD PC
NY 0.1
Yardley Wealth Management LLC
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
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Bledsoe Asset Management LLC
AZ 0.1
Miller Wealth Advisors LLC
CO 0.1
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