S
$760.0K Total AUM
$760.0K Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
29 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-1997
- Office Locations
- 1
Office Locations
-- Stamford CT
About Scott, Ralph Upton
Scott, Ralph Upton is a Stamford-based RIA. The firm has been operating for 29 years. Managing $760.0K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$760.0K AVG AUM / ADVISOR
$63.3K AVG AUM / CLIENT
29.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
Available
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Investment Vehicles
Available
Services
Available
Owner & Executives
R
RALPH UPTON SCOTT
Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $760,043 | -- |
| Non-Discretionary | $0 | -- |
| Total | $760,043 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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