Scott & Associates Investment Advisory Services

Scott & Associates Investment Advisory Services (CRD# 135506) is a financial advisory firm headquartered in Saint Helena, CA. They manage $21,270,000 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $198,785
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA

Financial Advisors at Scott & Associates Investment Advisory Services
Showing 1 - 1 of 1 top financial advisors.
1
Patrick D. Scott
CRD#: 4956855
340 Mccormick Street, Suite B, Saint Helena, CA 94574
93
Wealthminder
score

Patrick Scott (CRD# 4956855) is an Investment Advisor Representative working at Scott & Associates Investment Advisory Services in Saint Helena, CA and has over 17 years of experience in the finance industry.

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