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SCF INVESTMENT ADVISORS, INC.

10150 Meanley Drive
First Floor
San Diego, California 92131
Tel: 800-955-2517

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About SCF INVESTMENT ADVISORS, INC.

SCF INVESTMENT ADVISORS, INC, formally registered with the SEC as SCF INVESTMENT ADVISORS, INC. The firm was established in 03/15/2010. They have over 77 offices throughout the country.

SCF INVESTMENT ADVISORS, INC. is a San Diego, California based Financial Planning firm with nearly $2,554,158,376 assets under management, offering retirement planning & investment advisory services to 11146 clients. The firm is staffed with 351 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#123608
SEC#801-71206
Assets Managed by Firm$2,554,158,376
No. of Clients11146
No. of Advisors351

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total11146$2,554,158,376
Individuals (other than high net worth individuals)6969$1,590,917,903
High net worth individuals408$836,617,456
Pension and profit sharing plans9$4,302,425
Charitable organizations7$1,228,625
Corporations or other businesses83$121,091,967

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