Overview
Assets Under Management: $495 million
High-Net-Worth Clients: 23
Average Client Assets: $17.7 million
Frequently Asked Questions
SCOT MCCORMICK LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146056), SCOT MCCORMICK LLC is subject to fiduciary duty under federal law.
SCOT MCCORMICK LLC serves 23 high-net-worth clients according to their SEC filing dated January 16, 2018. View client details ↓
According to their SEC Form ADV, SCOT MCCORMICK LLC offers financial planning and portfolio management for individuals. View all service details ↓
SCOT MCCORMICK LLC manages $495 million in client assets according to their SEC filing dated January 16, 2018.
According to their SEC Form ADV, SCOT MCCORMICK LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.21%
Average Client Assets: $17.7 million
Total Client Accounts: 42
Discretionary Accounts: 42
Regulatory Filings
CRD Number: 146056
Filing ID: 1164529
Last Filing Date: 2018-01-16 08:46:00