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SCARBOROUGH CAPITAL MANAGEMENT

1906 Towne Centre Blvd
Suite 260
Annapolis, Maryland 21401
Tel: 410-573-5700

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About SCARBOROUGH CAPITAL MANAGEMENT

SCARBOROUGH CAPITAL MANAGEMENT, formally registered with the SEC as SCARBOROUGH CAPITAL MANAGEMENT. The firm was established in 11/20/2013. They have over 1 offices throughout the country.

SCARBOROUGH CAPITAL MANAGEMENT is a Annapolis, Maryland based Financial Planning firm with nearly $1,194,324,647 assets under management, offering retirement planning & investment advisory services to 3924 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#169517
SEC#801-79006
Assets Managed by Firm$1,194,324,647
No. of Clients3924
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total3924$1,194,324,647
Individuals (other than high net worth individuals)2763$563,204,944
High net worth individuals629$631,119,703

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