Scholardog

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
2

Firm details

Headquarters
Irvine, California
CRD number
341107
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Scholardog is organized as a limited liability company and is registered as an independent registered investment adviser. The firm identifies an individual as its owner and provides portfolio management services targeted at individuals and small businesses. Its client fee model is based on a percentage of assets under management. According to the available profile, Scholardog is not positioned as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser. The adviser is not listed as a pension consultant, related adviser, or newly formed adviser, and the SEC registration year is not reported in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Zheng Zhu

    CEOCRD 8228625

Contacts

1 of 1
  • Danjuan Zeng

    CRD 8228626

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
530 Technology Dr
Time zone
PT (UTC-8)
Office locations

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