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SC&H WEALTH

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

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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 StatusApproved
Firm CRD#120666
SEC#801-69985
Assets Managed by Firm$1,128,274,401
No. of Clients2057
No. of Advisors24

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 ClientsAUM
Firm Total2057$1,128,274,401
Individuals (other than high net worth individuals)408$196,960,267
High net worth individuals277$911,604,422
Pension and profit sharing plans4$18,794,435
Corporations or other businesses1$915,277

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