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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-04-2002
- Office Locations
- 2
Office Locations
About Scott Marsh Financial, LLC
Scott Marsh Financial (Million Dollar Choices) provides high-touch strategic wealth management for families, including integrated tax planning and compliance alongside financial planning and investment management. The firm serves retirees, pre-retirees, and young professionals focused on building generational wealth and improving decision-making through education and behavioral coaching. Notable for 35+ years of client education tied to Brigham Young University and a portfolio mix that is heavily ETF-oriented (with fixed income).
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Owner & Executives
SCOTT CLYDE MARSH
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #1215597
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Landon Marsh
--
- CRD
- #8181674
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $313,002,752 | $310,519 |
| Non-Discretionary | $0 | -- |
| Total | $313,002,752 | $310,519 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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