SCHOLARDOG

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
2

Firm details

Headquarters
IRVINE, California
CRD number
341107
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Scholardog is organized as a limited liability company that provides portfolio management services targeted at individuals and small businesses. The firm charges fees as a percentage of assets under management and is identified in the dataset as an unclassified adviser rather than as a multi-state or pension consultant adviser. The record also indicates Scholardog is not an active ESG investor, does not function as a capital allocator, and is not listed as a related adviser. The SEC registration year is not listed in the available summary. The firm's stated business activity—direct portfolio management for retail and small business clients—suggests a client-facing advisory model rather than one centered on separate private funds or institutional manager-of-managers mandates.

Assets & Accounts

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
  • zheng zhu

    CEOCRD 8228625

Contacts

1 of 1
  • danjuan zeng

    CRD 8228626

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
525 Technology Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth