Scholardog
Firm details
- Headquarters
- Irvine, California
- CRD number
- 341107
- Website
- www.scholardog.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Scholardog is organized as a limited liability company and is registered as an independent registered investment adviser. The firm identifies an individual as its owner and provides portfolio management services targeted at individuals and small businesses. Its client fee model is based on a percentage of assets under management. According to the available profile, Scholardog is not positioned as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser. The adviser is not listed as a pension consultant, related adviser, or newly formed adviser, and the SEC registration year is not reported in the source data.
Assets & Accounts
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 1Zheng Zhu
CEOCRD 8228625
Contacts
1 of 1Danjuan Zeng
CRD 8228626
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 530 Technology Dr
- Time zone
- PT (UTC-8)
- Office locations
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