Scenic Advisement
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 169716
- Registered since
- August 15, 2014
- Website
- scenicadvisement.com
Firm profile
FINTRXOverview
Scenic Advisement operates as a limited liability company and has been SEC-registered since 2014. FINTRX classifies the firm as unclassified and identifies its ownership as a mix of a domestic entity and an individual. The data indicates the firm is not flagged as a capital allocator, is not an active ESG investor, and does not report being a multistate adviser, pension consultant, or related adviser. Scenic Advisement has not provided public detail on its client base, fee structure, or specific advisory activities.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Barrett Cohn
CEO & Co-FounderCRD 4782648
Contacts
3 of 5
Michael Sobel
President, Co-FounderCRD 2529966
Clark Tucker
Managing DirectorCRD 1977842
Samuel Toso
Sales OperationsCRD 6884096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 915 Battery St
- Time zone
- PT (UTC-8)
- Office locations
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