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SCOTT MARSH FINANCIAL, LLC
CRD 122169 · SEC 801-112911
CA, United States
Phone
801-272-4677
Fax
801-272-4677
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$313.0M
Discretionary AUM
$313.0M
Team
10 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $78.9M |
| High net worth individuals | 93 | $227.7M |
States served
CA, UT, TX
All web addresses on file
Official SEC filing: View on IAPD