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Building 2SCOT MCCORMICK LLC

Map pin
Phone239-282-1391
NotebookSEC #801-68709
Total AUM
$506.6M
Employees
1
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8.00 A.M. - 4:30 P.M.
Monday - Friday
Phone
239-282-1391

ReceiptFinancials

Total AUM
$506.6M
Accounts
43
Discretionary
$506.6M
Accounts
43
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$30.7K
HNW Individual Clients
21
AUM
$412.3M
Charitable Organization Clients
1
AUM
$94.3M

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
FLGANV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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