SCOTT ANDERSON FINANCIAL, INC.

SCOTT ANDERSON FINANCIAL, INC. is an SEC-registered investment adviser (CRD 134243). Regulatory assets under management: $55.4M.

Registration

• CRD: 134243
• Type: Registered investment adviser
• Phone: 949-200-7111
• Latest filing: 2026-05-06
• Regulatory AUM: $55.4M
• Discretionary AUM: $55.4M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134243 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search