James Scott S Co is an adviser based in Falls Church. It manages $77.16 million of regulatory assets for 538 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.
James Scott S provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of James Scott S Co is $77.16 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay James Scott S Co 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.
The principal office where James Scott S Co performs its advisory services is located at 6700 Arlington Blvd, Falls Church, VA 22042, 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 703-533-2500 or by fax 703-533-8044. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at www.scottjamesgroup.com.