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Scruggs Advisors, LLC

Scruggs Advisors, LLC. CRD 282962

Scruggs Advisors, LLC logo

CRD: 282962

Scruggs Advisors, LLC

$63.1M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Available
Established Date
09-01-2016
Office Locations
1

Office Locations

2401 W. Main ST Suite 108 Battle Ground WA

About Scruggs Advisors, LLC

Scruggs Advisors, LLC is a Battle Ground-based RIA. The firm has been operating for 9 years. Managing $63.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.

Team overview

-- AVG AGE
$63.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

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CRM

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Custodian

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Investment Themes

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Investment Vehicles

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Platform

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Services

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Technology

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Owner & Executives

PETER RUSSELL SCRUGGS

PETER RUSSELL SCRUGGS

Managing Member

CRD
#2578689
Ownership
75% or more
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,861,895 --
Non-Discretionary $60,234,765 --
Total $63,096,660 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Other:
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Asset class Assets Assets %
Other Available Available
Total Available Available

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