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SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES
SCOTT, PATRICK DOUGLAS
CRD 135506
340 MCCORMICK STREET, SUITE B, ST. HELENA, CA, 94574-1457, United States
Phone
707-963-3661
Fax
707-963-1849
Registration
— (—)
Source
State registered
Total AUM
$63.2M
Discretionary AUM
$63.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $12.7M |
| High net worth individuals | 19 | $50.0M |
| Charitable organizations | 1 | $517K |
Official SEC filing: View on IAPD