Scott & Associates Investment Advisory Services

Scott & Associates Investment Advisory Services (CRD# 135506) is a financial advisory firm headquartered in Saint Helena, CA. They manage $53,663,080 in 164 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
340 Mccormick Street, Suite B, Saint Helena, CA 94574
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $327,214
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
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 Scott, financial advisor Saint Helena CA
Patrick D. Scott
CRD#: 4956855
340 Mccormick Street, Suite B, Saint Helena, CA 94574

Patrick Scott (CRD# 4956855) is an Investment Advisor Representative working at Scott & Associates Investment Advisory Services in Saint Helena, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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