Overview
Assets Under Management: $230 million
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
SCOTT MARSH FINANCIAL, 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 #122169), SCOTT MARSH FINANCIAL, LLC is subject to fiduciary duty under federal law.
SCOTT MARSH FINANCIAL, LLC serves 71 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, SCOTT MARSH FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SCOTT MARSH FINANCIAL, LLC manages $230 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, SCOTT MARSH FINANCIAL, 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: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 752
Discretionary Accounts: 752
Regulatory Filings
CRD Number: 122169
Last Filing Date: 2025-02-11 00:00:00
Website: https://scottmarsh.com