Scs Resources, Inc (Los Angeles)

Scs Resources provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Scs Resources: assets under management

The assets under management (AUM) of Scs Resources, Inc is $533.4 million. The firm's AUM has grown by 567% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $233.4 million in discretionary accounts and $300 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $467.74 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scs Resources, Inc 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.

Based in Los Angeles

The principal office where Scs Resources, Inc performs its advisory services is located at 10900 Wilshire Blvd., Los Angeles, CA 90024, which is also the mailing address of the firm. An additional office of the firm is in Los Altos, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-474-9801 or by fax 310-474-5094. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.alliedfs.com.

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