PPrivate Fund Data Log in Join · $37/mo

Scott Alan Marx

Co-FounderSmp Financial Planning, LLCCRD 2815038

About Scott Alan Marx

Scott Alan Marx is listed as Co-Founder at Smp Financial Planning, LLC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Smp Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Scott Alan Marx work?

Scott Alan Marx is listed as Co-Founder at Smp Financial Planning, LLC on SEC Form ADV.

How much of Smp Financial Planning, LLC does Scott Alan Marx own?

Form ADV reports a beneficial ownership band of 50-75%.

Smp Financial Planning, LLC

TitleCo-Founder
Ownership50-75%
Control personYes
Since2022