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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-03-2016
- Office Locations
- 1
Office Locations
About SCM Investment Services
SCM Investment Services is an independent RIA in Lake Elmo, MN providing personalized financial advice and financial planning for retail clients, including tax planning, retirement planning, and portfolio construction. Investment implementation is primarily ETF-based, supporting diversified asset-allocation using both active and index approaches, with familiarity with managers such as Dimensional and Vanguard. Boutique, single-advisor firm.
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Owner & Executives
DEJAN ILIJEVSKI
Investment Advisor, President
- CRD
- #4568309
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,100,448 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,100,448 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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