Mark
Egan

Scout Investments, Inc

CRD#1653630
Investment Advisor
in Indianapolis, IN

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About this Advisor

Mark Egan is a financial advisor who works in Indianapolis, Indiana with 13 years of industry experience. Egan is currently employed by Scout Investments, Inc. They have worked at Scout Investments, Inc for their whole career. Egan can serve investors in Indiana and Texas. Scout Investments, Inc is a business based out of Kansas City, MO. The company has offices in two locations and a total of 53 advisors. It handles $26 billion in assets among its 160 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 32 charitable organizations. Of its 160 customer accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets. Scout Investments, Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees vary depending on which services are provided. Fee types billed by Scout Investments, Inc most likely include asset-based, fixed and performance-based fees.

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

111 Monument Circle Suite 402
Indianapolis, IN 46204

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Scout Investments, Inc Brokerage Details

Total Assets Under Management

$26,303,652,335

IN Average: $11,469,110,461
Total Number of Employees

53

IN Average: 458
Total Number of Accounts

160

IN Average: 33,415
Average Account Size

$164,397,827

IN Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Mark Egan Work History

Mark has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Scout Investment Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Egan 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 Scout Investments, Inc

James Mcbride
Kansas City, MO
Stephen Vincent
Indianapolis, IN
Robert Crider
Indianapolis, IN
Mark Egan
Indianapolis, IN
Todd Thompson
Indianapolis, IN
Chang Shin
Kansas City, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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