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SCS
10900 Ne 8th Street
15th Floor - Suite 1550
Bellevue, Washington 98004
Tel: 425-452-1222
About SCS
SCS, formally registered with the SEC as SCS. The firm was established in 11/09/2020. They have over 1 offices throughout the country.
SCS is a Bellevue, Washington based Financial Planning firm with nearly $1,290,580,947 assets under management, offering retirement planning & investment advisory services to 2809 clients. The firm is staffed with 34 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310849 |
| SEC# | 801-119764 |
| Assets Managed by Firm | $1,290,580,947 |
| No. of Clients | 2809 |
| No. of Advisors | 34 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2809 | $1,290,580,947 |
| Individuals (other than high net worth individuals) | 911 | $202,538,613 |
| High net worth individuals | 859 | $887,001,881 |
| Pension and profit sharing plans | 20 | $164,368,595 |
| Charitable organizations | 8 | $9,945,243 |
| Corporations or other businesses | 26 | $26,726,615 |
More Retirement Planning firms in Bellevue, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
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