Overview
Assets Under Management: $149 million
Headquarters: POWELL, OH
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 563
Discretionary Accounts: 563
Regulatory Filings
CRD Number: 121382
Last Filing Date: 2025-02-28 00:00:00
Website: https://sco-advisors.com