Overview
Assets Under Management: $307 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 544
Discretionary Accounts: 464
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 156165
Last Filing Date: 2025-01-30 00:00:00
Website: https://scala-capital.com