CRD: 134243
Scott Anderson Financial, Inc.
$55.4M Total AUM
$55.4M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-09-2005
- Office Locations
- 1
Office Locations
-- Newport Beach CA
About Scott Anderson Financial, Inc.
Scott Anderson Financial, Inc. is a Newport Beach, CA RIA providing financial planning and portfolio management for business owners, including tax, estate, insurance and succession planning. Portfolios emphasize ETFs alongside investment-grade corporate bonds. Custodied primarily at Charles Schwab; single-advisor practice led by President Scott Kight Anderson Jr.
Team overview
-- AVG AGE
$55.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SCOTT KIGHT ANDERSON JR.
President
- CRD
- #4113189
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,350,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,350,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing