$11.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2005
- Office Locations
- 1
Office Locations
-- Helotes TX
About Scamardo Financial LLC
Scamardo Financial LLC is a Helotes, TX–based RIA providing comprehensive financial planning, private wealth management, and corporate retirement plan services for retail clients, including entrepreneurs. Portfolios are implemented primarily with ETFs, alongside mutual funds and investment‑grade fixed income. Custodies with Charles Schwab.
Team overview
-- AVG AGE
$11.5M AVG AUM / ADVISOR
$383.3K AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LUKE PETE SCAMARDO
President
- CRD
- #4584550
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,500,000 | -- |
| Total | $11,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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