Scenic Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154290
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.71%
- Individuals7.83%
- Corporations / Businesses4.46%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Scenic Wealth Management, LLC is a privately owned corporate advisory firm that provides portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm charges fees as a percentage of assets under management and reports discretionary management across its client base. It does not identify as an active ESG investor, is not structured as a capital allocator to outside managers, and is not registered as a multistate adviser.
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 Equities80%
- US Government Bonds8%
- Other3%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1Jeffrey Davis
Managing MemberCRD 4276818
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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