Scott James Group, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Falls Church, Virginia
CRD number
104374
Registered since
June 25, 2001

Firm profile

FINTRX

Overview

Scott James Group, Inc. is organized as a corporation and appears to be a small, privately held advisory entity. The firm registered with the SEC in 2001 and is owned by an individual. FINTRX classifies the firm as "Unclassified" and indicates it is not a capital allocator. The snapshot also notes the firm does not identify as an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and does not operate as a pension consultant or a related adviser. Disclosure from the firm to FINTRX is limited. The record does not include descriptions of core business lines, advisory activities, client types, or fee arrangements, so there is no public detail on how the firm organizes client mandates or what services it emphasizes (for example, wealth planning, discretionary portfolio management, or financial planning).

Assets & Accounts

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

Contacts

2 of 2
  • Scott James

    PresidentCRD 1588816

  • Mary Scanlan

    Registered RepresentativeCRD 2360062

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Falls Church, VA

Fairfax

Location

Falls Church, VA

Headquartered in Falls Church, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
6700 Arlington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth