Scott & Associates Investment Advisory Services
Scott & Associates Investment Advisory Services (CRD# 135506) is a financial advisory firm headquartered in Saint Helena, CA. They manage $27,600,000 in 115 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts115ACCOUNTS
Average Account Value$240,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Patrick Scott (CRD# 4956855) is an Investment Advisor Representative working at Scott & Associates Investment Advisory Services in Saint Helena, CA and has over 18 years of experience in the finance industry.