SCOTT INVESTMENT ADVISORS, L.P.

SCOTT INVESTMENT ADVISORS, L.P. of JACKSON, WY is an SEC-registered investment adviser (CRD 110466). Regulatory assets under management: $5.0M.

Registration

• CRD: 110466
• SEC file number: 801-57677
• Type: Registered investment adviser
• Location: 349 EAST KELLY AVENUE, JACKSON, WY, 83001
• Phone: 562-900-7261
• Latest filing: 2024-11-26
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 2
• Accounts: 14

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 110466 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search