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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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