SCS

RIASEC RegisteredEst. 2020

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$473K

Accounts

4,107

Employees

Advisory reps

Firm details

Headquarters: Bellevue, Washington
CRD number: 310849
Registered since: November 9, 2020
Website: www.northwestscs.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.36%
Individuals16.02%
Pension & Profit Sharing Plans9.03%
Corporations / Businesses1.66%
Charitable Organizations0.93%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

SCS is an independent, privately owned RIA organized as an LLC and registered with the SEC in 2020. The firm serves both individual and institutional clients and combines fee models that include a percentage of assets under management and fixed fees. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through seminars and workshops. SCS also operates as an insurance broker and identifies as an active ESG investor. The firm is not structured as a capital allocator. Ownership is held by an individual and the adviser is not designated as a multi-state specialist in the source data. Its service mix indicates a hybrid approach that pairs traditional discretionary portfolio management with fee-for-service planning and insurance distribution.