SCENIC ADVISEMENT

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
169716
Registered since
August 15, 2014

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BARRETT COHN

    CEOCRD 4782648

Contacts

3 of 6
  • Peter Christiansen

    Managing Director, Head of ResearchCRD 6951173

  • Ross Weiner

    Partner, Co-FounderCRD 5508230

  • Hudson Elegant

    AnalystCRD 7734753

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth