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SCOTT INVESTMENT ADVISORS, L.P.
SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP
CRD 110466 · SEC 801-57677
349 EAST KELLY AVENUE, JACKSON, WY, 83001, United States
Phone
562-900-7261
Fax
562-438-0411
Registration
— (—)
Source
State registered
Total AUM
$5.0M
Discretionary AUM
$5.0M
Team
2 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Partnership
Filing date
2024-11-26
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.0M |
| High net worth individuals | 4 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD