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Scott Marsh Financial, LLC

● SEC registered since 2018CRD 122169SEC# 801-112911
Export (members)
Reg. AUM
$230M
Employees
11
Accounts
752
Location
—

Scott Marsh Financial, LLC assets under management

Scott Marsh Financial, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $230 million in regulatory assets under management and employs 11 people.
www.facebook.com/scottmarshinsights/?rf=441771026010517View on SEC.gov ↗

Scott Marsh Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Scott Clyde Marsh ControlOwner, Chief Compliance OfficerOver 75%1985

Frequently asked questions

How much does Scott Marsh Financial, LLC manage?

Scott Marsh Financial, LLC reports $230 million in regulatory assets under management on its Form ADV.

How many employees does Scott Marsh Financial, LLC have?

Scott Marsh Financial, LLC reports 11 employees.

Does Scott Marsh Financial, LLC disclose fund performance?

Scott Marsh Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone801-272-4677
Fax801-272-4677
Office hours9:00a.m. To 5:00p.m. Mt
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$230M
Non-discretionary$0
Total (RAUM)$230M