Audrey
Scroggs
Captrust
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About this Advisor
Audrey Scroggs is a financial advisor based in Phoenix, Arizona, working with Captrust. Audrey has previously held positions at Capfinancial Partners, LLC. (Captrust), Mra Associates, Instacart, Funland, Student, Panera, Kindle, Full Time Student At Arizona State University, Bodhi, and Wealthnest Planners. Audrey has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Audrey is part of Captrust, which operates out of Phoenix, Arizona. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Audrey Scroggs Work History
Capfinancial Partners, LLC. (Captrust)
Mra Associates
Instacart
Wealthnest Planners
Full Time Student At Arizona State University
Bodhi
Kindle
Panera
Funland
Student
Disclosures
Please visit the SEC profile of Audrey Scroggs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Roseville, CA
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Tampa, FL
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Birmingham, AL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
