CRD: 166650
Scott AND Associates OF Texas, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Pershing · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2012
- Office Locations
- 1
Office Locations
About Scott AND Associates OF Texas, Inc.
Scott and Associates of Texas is an independent retirement-focused advisory firm helping pre-retirees and retirees with retirement income planning, advanced financial planning, estate and IRA legacy planning, tax-efficient strategies, and rollovers, alongside wealth management, investments, and annuity solutions. Portfolios are primarily implemented with ETFs, guided by its I.H.E.A.R.T. Retirement process designed to support long-horizon income needs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARY OGG SCOTT
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
WILLIAM TURNER SCOTT
Founder & President, Managing Member, Owner
- CRD
- #1201124
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,803,467 | -- |
| Non-Discretionary | $4,766,243 | -- |
| Total | $16,569,710 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing