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Building 2SCOTT CAPITAL ADVISORS, LLC

Map pinPORTLAND, OR
Phone(503) 487-0860
NotebookSEC #801-119200
Total AUM
$1.1B
Employees
9
Clients
415

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
707 SW WASHINGTON STREET
SUITE 810
PORTLAND
OR 97205
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(503) 487-0860

ReceiptFinancials

Total AUM
$1.1B
Accounts
828
Discretionary
$1.1B
Accounts
815
Non-Discretionary
$18.6M
Accounts
13

ContactClients

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Individual Clients
163
AUM
$45.5M
HNW Individual Clients
116
AUM
$277.8M
Pension/Profit Sharing Plan Clients
1
AUM
$7.3M
Charitable Organization Clients
1
AUM
$84.1M
Corporation or Business Clients
1
AUM
$57.9M
Other Clients
133
AUM
$659.1M
Description of Other Clients
UNINCORPORATED ASSOCIATIONS (I.E., LABOR UNIONS)

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDMDNVORTXWA

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

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