910 Ridgebrook Road
Sparks, Maryland 21152-9390
Tel: 410-403-1500
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
Explore More Retirement Advisors in Sparks, Maryland