SCENIC ADVISEMENT
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 169716
- Registered since
- August 15, 2014
- Website
- scenicadvisement.com
Firm profile
FINTRXOverview
Scenic Advisement is a limited liability company that registered with the SEC in 2014. The firm is listed under an unclassified adviser designation and is owned by a domestic entity and an individual. The firm's public snapshot indicates it does not market itself as an ESG investor, is not a multi-state adviser, is not newly formed, and does not identify as a pension consultant or a related adviser to another registered manager. Several fields typically used to describe client base, fee schedules, and advisory activities are not populated in the available record.
Assets & Accounts
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
Owners & executives
1 of 1BARRETT COHN
CEOCRD 4782648
Contacts
3 of 6Peter Christiansen
Managing Director, Head of ResearchCRD 6951173
Ross Weiner
Partner, Co-FounderCRD 5508230
Hudson Elegant
AnalystCRD 7734753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 915 Battery St
- Time zone
- PT (UTC-8)
- Office locations
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