S
$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-03-2007
- Office Locations
- 1
Office Locations
-- Bellingham WA
About Scott Value Investing
Scott Value Investing is a Bellingham-based RIA. The firm has been operating for 19 years. Managing $2.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
79 AVG AGE
$2.6M AVG AUM / ADVISOR
$288.9K AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROGER STEPHEN SCOTT
Owner, President
- CRD
- #1034042
- 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 | $2,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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