Scott Dahl Andreiko (Encinitas)
Scott Dahl Andreiko is an adviser based in Encinitas. It manages $59.32 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.
Scott Dahl Andreiko provides portfolio management for individuals and small businesses and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Scott Dahl Andreiko: assets under management
The assets under management (AUM) of Scott Dahl Andreiko is $59.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Scott Dahl Andreiko for their services and products based on a percentage of assets under management. 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 Encinitas
The principal office where Scott Dahl Andreiko performs its advisory services is located at 380 East Glaucus Street, Encinitas, CA 92024 1734, 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 760-633-4609 or by fax 760-633-4626. The normal business hours are na on Other.
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