Scott Marsh Financial, LLC
● SEC registered since 2018CRD 122169SEC# 801-112911
Reg. AUM
$313M
Employees
10
Accounts
1,008
Location
—
Scott Marsh Financial, LLC assets under management
Scott Marsh Financial, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $313 million in regulatory assets under management and employs 10 people.
Scott Marsh Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Clyde Marsh Control | Owner, Chief Compliance Officer | Over 75% | 1985 |
Frequently asked questions
How much does Scott Marsh Financial, LLC manage?
Scott Marsh Financial, LLC reports $313 million in regulatory assets under management on its Form ADV.
How many employees does Scott Marsh Financial, LLC have?
Scott Marsh Financial, LLC reports 10 employees.
Does Scott Marsh Financial, LLC disclose fund performance?
Scott Marsh Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 801-272-4677 |
| Fax | 801-272-4677 |
| Office hours | 9:00a.m. To 5:00p.m. Mt |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$313M▲ 36%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$313Mregulatory AUM
Discretionary $313M