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Building 2SCRATCH CAPITAL

Map pinBOISE, ID
Phone208-901-8018
NotebookSEC #801-130966
Total AUM
$230.1M
Employees
4
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 S. 5TH ST.
SUITE 680
BOISE
ID 83702
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
208-901-8018

ReceiptFinancials

Total AUM
$230.1M
Accounts
564
Discretionary
$230.1M
Accounts
564
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$21.7M
HNW Individual Clients
64
AUM
$187.5M
Pension/Profit Sharing Plan Clients
1
AUM
$74.7K
Corporation or Business Clients
11
AUM
$20.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDNETX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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