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- Custodian
- SEI ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-16-2010
- Office Locations
- 1
Office Locations
About Scale Investment Group
Scale Investment Group is a fiduciary RIA serving institutions, defined contribution retirement plans, and individuals/families with outsourced investment capabilities, plan/investor education, and customized portfolio construction. Public profile data highlights use of mutual funds and index funds, with an emphasis on asset allocation and risk management. Custody relationships include SEI and Vanguard, and the firm promotes diligence by linking to FINRA BrokerCheck.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
MICHAEL THOMAS PRUS
President
- CRD
- #4527173
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $621,958 | -- |
| Non-Discretionary | $1,806,177 | -- |
| Total | $2,428,135 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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