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 organized as a Limited Liability Company and is SEC-registered since 2014. FINTRX classifies the firm as unclassified and identifies the owner type as a combination of a domestic entity and an individual. The firm does not self-identify as a capital allocator, multi-state adviser, pension consultant, related adviser, or an active ESG investor. FINTRX provides no detail on the firm’s client segments, fee schedules, or core advisory activities.

Assets & Accounts

Investments & Alternatives

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

    Barrett Cohn

    CEO & Co-FounderCRD 4782648

Contacts

3 of 6
  • Peter Christiansen

    Peter Christiansen

    Managing Director, Head of ResearchCRD 6951173

  • Ross Weiner

    Ross Weiner

    Partner, Co-FounderCRD 5508230

  • Hudson Elegant

    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