$30.2M Total AUM
$30.2M Disc. AUM
-- 3Y CAGR
2 Employees
67 ADV. Clients
21 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-2004
- Office Locations
- 1
Office Locations
17872 US Highway 41 N Lutz FL
About SCS Asset Management, INC
SCS Asset Management, INC is a Lutz-based RIA. The firm has been operating for 21 years. Managing $30.2M in total assets under management, with 2 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$15.1M AVG AUM / ADVISOR
$450.8K AVG AUM / CLIENT
15.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN GILBERT SAUNDERS
Chief Compliance Officer, Owner, President, Secretary, TREASURER
- CRD
- #2310755
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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RICHARD ALBERT MORSCH
Registered Investment Advisor
- CRD
- #5902897
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,204,182 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,204,182 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Private Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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