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SCOTT FINANCIAL RESOURCES LLC
CRD 329052
11 CARLISLE ST., SUITE 306, HANOVER, PA, 17331, United States
Phone
(717) 310-6338
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.7M
Discretionary AUM
$3.7M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.8M |
| High net worth individuals | 2 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD