SCAMARDO FINANCIAL LLC
Firm details
- Headquarters
- ,
- CRD number
- 133491
- Website
- www.scamardofinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.42%
- Individuals31.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Scamardo Financial LLC operates as an independent registered investment advisor focusing on individual and family clients. The firm provides a range of advisory services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not engage in capital allocation or active ESG investing, and it is not classified as a multi-state adviser. The fee structure includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds7%
- Investment Grade Corp Bonds5%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1LUKE SCAMARDO
PresidentCRD 4584550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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