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Building 2SCOTT MARSH FINANCIAL, LLC

Map pin
Phone801-272-4677
NotebookSEC #801-112911
Total AUM
$313M
Employees
10
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 5:00PM MT
Monday - Friday
Phone
801-272-4677

ReceiptFinancials

Total AUM
$313M
Accounts
1,008
Discretionary
$313M
Accounts
1,008
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
160
AUM
$78.9M
HNW Individual Clients
93
AUM
$227.7M
Charitable Organization Clients
1
AUM
$6.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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