Scott Clampitt, Registered Investment Advisor
Firm details
- Headquarters
- ,
- CRD number
- 154214
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Scott Clampitt operates as a sole proprietorship and is registered as an independent registered investment adviser. The practice focuses on individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Fee arrangements include a percentage-of-AUM component plus hourly charges. The adviser is not characterized as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or pension consultant 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
- Cash & Cash Equivalents40%
- Exchange Traded Equities35%
- Non-Exchange Traded Equities25%
Contacts
1 of 1Scott Clampitt
Investment Advisor RepresentativeCRD 1278576
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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