SC&H WEALTH

910 Ridgebrook Road
Sparks, Maryland 21152-9390
Tel: 410-403-1500

About SC&H WEALTH

SC&H WEALTH, formally registered with the SEC as SC&H WEALTH. The firm was established in 03/16/2009. They have over 3 offices throughout the country.

SC&H WEALTH is a Sparks, Maryland based Financial Planning firm with nearly $1,128,274,401 assets under management, offering retirement planning & investment advisory services to 2057 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120666
SEC#	801-69985
Assets Managed by Firm	$1,128,274,401
No. of Clients	2057
No. of Advisors	24

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2057	$1,128,274,401
Individuals (other than high net worth individuals)	408	$196,960,267
High net worth individuals	277	$911,604,422
Pension and profit sharing plans	4	$18,794,435
Corporations or other businesses	1	$915,277

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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