Scott Value Investing
RIASEC Registered
Total AUM
$2.6M
Discretionary
$2.6M
100% of AUM
Avg account
$289K
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 143579
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Scott Value Investing is a sole-proprietor independent RIA that manages portfolios for individuals and families, and offers portfolio management for small businesses. The firm charges clients a percentage of assets under management and is classified as an independent adviser rather than a multi-state or institutional allocator. Business activity noted in filings includes other financial product sales, and the firm does not identify itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
1 of 1Roger Scott
OwnerCRD 1034042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations