SCALA CAPITAL LLC

999 Brickell Avenue
Suite 1006
Miami, Florida 33131
Tel: 305-539-3850

About SCALA CAPITAL LLC

SCALA CAPITAL LLC, formally registered with the SEC as SCALA CAPITAL LLC. The firm was established in 04/18/2018. They have over 2 offices throughout the country.

SCALA CAPITAL LLC is a Miami, Florida based Financial Planning firm with nearly $306,639,152 assets under management, offering retirement planning & investment advisory services to 544 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156165
SEC#	801-112881
Assets Managed by Firm	$306,639,152
No. of Clients	544
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	544	$306,639,152
Individuals (other than high net worth individuals)	240	$69,024,685
High net worth individuals	57	$129,765,182
Charitable organizations	2	$4,125,643
Corporations or other businesses	3	$1,493,472

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