Scott C. Marsh is a large advisory firm based in Salt Lake City. It manages $32 million of regulatory assets for 117 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Utah.
Scott C. Marsh provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Scott C. Marsh is $32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Scott C. Marsh for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Scott C. Marsh is owned by Scott C Marsh. Scott Clyde Marsh joined the executive team most recently as the Owner/Chief Compliance Officer.
The principal office where Scott C. Marsh performs its advisory services is located at 1313 East 4170 South, Salt Lake City, UT 84124 1456, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-272-4677 or by fax 801-272-4410. The normal business hours are 9:00am to 5:00pm mst on Monday - Friday. You can find more information about the New York firm at www.scottmarsh.com.