Overview
Assets Under Management: $2.3 billion
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 4,050
Average Client Assets: $0.2 million
Frequently Asked Questions
SCOTTRADE INVESTMENT MANAGEMENT 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 #169988), SCOTTRADE INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
SCOTTRADE INVESTMENT MANAGEMENT is headquartered in SAINT LOUIS, MO.
SCOTTRADE INVESTMENT MANAGEMENT serves 4,050 high-net-worth clients according to their SEC filing dated January 02, 2018. View client details ↓
According to their SEC Form ADV, SCOTTRADE INVESTMENT MANAGEMENT offers portfolio management for individuals. View all service details ↓
SCOTTRADE INVESTMENT MANAGEMENT manages $2.3 billion in client assets according to their SEC filing dated January 02, 2018.
According to their SEC Form ADV, SCOTTRADE INVESTMENT MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4,050
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.99%
Average Client Assets: $0.2 million
Total Client Accounts: 20,396
Discretionary Accounts: 20,396
Regulatory Filings
CRD Number: 169988
Filing ID: 1160095
Last Filing Date: 2018-01-02 11:03:00