Scott Clyde Marsh (Salt Lake City)

Name: Scott Clyde Marsh
Address: 1321 East 4170 South, Salt Lake City, UT, 84124 1456
Telephone: 801-272-4677

Scott Clyde Marsh is a large advisory firm based in Salt Lake City. It manages $103.34 million of regulatory assets for 307 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Texas, and Utah.

Scott Clyde Marsh provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Scott Clyde Marsh: assets under management

The assets under management (AUM) of Scott Clyde Marsh is $103.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 195% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $103.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $336.6 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 73% of the total AUM. The second-largest asset type is exchange traded securities, which make up 25% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scott Clyde Marsh for their services and products based on a percentage of assets under management and hourly charges. 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.

What kind of clients Scott Clyde Marsh serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Scott Clyde Marsh is high net worth individuals with 62 clients and $93.19 million of assets under management. Among the 3 most similar advisory firms, Scott Clyde Marsh has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $103.34 million for 89 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Scott Clyde Marsh doesn't advise any private funds.

Careers at Scott Clyde Marsh

The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Scott Clyde Marsh is owned by Scott Clyde Marsh. Ryan C Egbert joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Clyde Marsh	Owner	1 Jan 1985	75% - 100%	1215597
Ryan C Egbert	Executive officer	1 Jan 2008	Other	4004440
Ryan C Egbert	Chief compliance officer	1 Apr 2017	Other	4004440

Based in Salt Lake City

The principal office where Scott Clyde Marsh performs its advisory services is located at 1321 East 4170 South, Salt Lake City, UT 84124 1456, 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 801-272-4677 or by fax 801-272-4410. The normal business hours are 9:00am to 5:00pm mt on Monday - Friday. You can find more information about the New York firm at scottmarsh.com.