Mark Scott Sievers (Fairfield)

Mark Scott Sievers is a large advisory firm based in Fairfield. It manages $96.7 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.

Mark Scott Sievers provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mark Scott Sievers: assets under management

The assets under management (AUM) of Mark Scott Sievers is $96.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $96.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $582.53 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mark Scott Sievers for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mark Scott Sievers

Mark Scott Sievers has been acting as President since 1 Dec 2004. Dennis Pete Park joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Scott Sievers	Owner	1 Oct 1989	75% - 100%	1162769
Mark Scott Sievers	President	1 Dec 2004	75% - 100%	1162769
Dennis Pete Park	Cfo	1 Dec 2004	Other	2019933
Lowell Craig Gossell	Secretary	1 Dec 2004	Other	4432921

Based in Fairfield

The principal office where Mark Scott Sievers performs its advisory services is located at 2801 Waterman Blvd., Suite 250, Fairfield, CA 94533, which is also the mailing address of the firm. An additional office of the firm is in Napa, CA. It doesn’t run an office outside of the United States.