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Building 2SCF INVESTMENT ADVISORS, INC.

Map pinSAN DIEGO, CA
Phone559-456-6108
NotebookSEC #801-71206
Total AUM
$1.3B
Employees
263
Clients
6,190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10150 MEANLEY DRIVE
FIRST FLOOR
SAN DIEGO
CA 92131
United States
Operating Hours
6:00 AM - 4:00 PM (PCT)
Monday - Friday
Phone
559-456-6108
Other Offices
52

ReceiptFinancials

Total AUM
$1.3B
Accounts
6,190
Discretionary
$774M
Accounts
3,171
Non-Discretionary
$575.6M
Accounts
3,019

ContactClients

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Individual Clients
5,643
AUM
$855.3M
HNW Individual Clients
510
AUM
$474.9M
Pension/Profit Sharing Plan Clients
5
AUM
$822.4K
Charitable Organization Clients
6
AUM
$2.8M
Corporation or Business Clients
26
AUM
$15.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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