SCOTT MARSH FINANCIAL, LLC
  • SCOTT MARSH FINANCIAL, LLC
  • SCOTT C. MARSH
  • SCOTT CLYDE MARSH
  • SCOTT C. MARSH FINANCIAL

Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 04/23/2018
Other registrations (2)
Contact Info 801 xxxxxxx
Websites
AUM* 313,002,752 113%
of that, discretionary 313,002,752 113%
Number of Employees 10 900%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 310,519 10%
% High Net Worth 36.19% 54%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

313M 268M 224M 179M 134M 89M 45M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary