SCOTT INVESTMENT ADVISORS, L.P.
Firm details
- Headquarters
- JACKSON, Wyoming
- CRD number
- 110466
- Registered since
- June 29, 2000
- Website
- www.scottadvisors.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60%
- HNWI40%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Scott Investment Advisors, L.P. is a limited partnership established in 2000, focusing on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management as well as fixed fees. While it does not actively engage in ESG investing, Scott Investment Advisors emphasizes personalized investment strategies tailored to the needs of its clients. The firm also publishes periodicals or newsletters, contributing to its advisory activities.
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 Equities90%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Contacts
2 of 2STEPHEN SCOTT
PresidentCRD 1024249
JENNIFER SCOTT
PartnerCRD 3227501
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JACKSON, WY
TETON
Location
JACKSON, WY
Headquartered in JACKSON, WY, in the West of the United States.
- Region
- West
- County
- TETON
- Address
- 349 E Kelly Ave
- Time zone
- MT (UTC-7)
- Office locations
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