Crum Richard Scott is a large advisory firm based in Newport Beach. It manages $50.78 million of regulatory assets for 172 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Crum Richard Scott provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crum Richard Scott is $50.78 million. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Crum Richard Scott for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Crum Richard Scott performs its advisory services is located at 4 Upper Newport Plaza Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 562-598-9696 or by fax 949-428-9680. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.