Adam
Scott

Argyle Capital Partners, LLC

CRD#4873264
Investment Advisor
in Los Angeles, CA

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About this Advisor

Adam Scott is a financial advisor based in Los Angeles, California, working with Argyle Capital Partners, LLC. Adam has previously held a position at Argyle Capital Partners, LLC. Adam has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Adam is part of Argyle Capital Partners, LLC, which operates out of Los Angeles, California. The firm has 1 office and 3 employees. The firm manages assets totaling $164.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Argyle Capital Partners, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

1901 Avenue Of The Stars Suite 200
Los Angeles, CA 90067

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Argyle Capital Partners, LLC Brokerage Details

Total Assets Under Management

$164,109,025

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

422

CA Average: 3,727
Average Account Size

$388,884

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Adam Scott Work History

2012 - Present (12 years)

Argyle Capital Partners, LLC)

Disclosures

Please visit the SEC profile of Adam Scott 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 Argyle Capital Partners, LLC

Joshua Rudoy
Los Angeles, CA
Stephen Macintosh
Santa Barbara, CA
Adam Scott
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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