Assets Under Management
$1.3B
Number of Clients
6,190
Number of Advisors
N/A
Average Client AUM
$218K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
SCFIA offers advisory services through IARs, tailoring services to individual client needs. Services include portfolio management, financial planning, and consulting. Clients can access TPIA programs for specialized investment management. IARs are independent contractors and may offer commission-based products through SCFS.
10150 Meanley Drive, First Floor, San Diego, CA, 92131