Scenic Wealth Management, LLC

Scenic Wealth Management, LLC (CRD# 154290) is a financial advisory firm headquartered in , . They manage $33,000,000 in 225 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $146,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, LA, TX

Financial Advisors at Scenic Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey D. Davis
CRD#: 4276818
Westminster, CO
93
Wealthminder
score

Jeffrey Davis (CRD# 4276818) is an Investment Advisor Representative working at Scenic Wealth Management, LLC in Westminster, CO and has over 15 years of experience in the finance industry.

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