S
CRD: 329052
Scott Financial Resources LLC
$3.7M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
11 Carlisle St. Suite 306 Hanover PA
About Scott Financial Resources LLC
Scott Financial Resources LLC is a Hanover-based RIA. The firm has been operating for 2 years. Managing $3.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
33 AVG AGE
$3.7M AVG AUM / ADVISOR
$375.0K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
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Available
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
Travis Michael Scott
Chief Compliance Officer
- CRD
- #6578133
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,749,967 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,749,967 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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