Scott
Ross
Owlfi
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About this Advisor
Scott Ross is a financial advisor based in Alpine, Utah, working with Owlfi. Scott has previously held positions at Security National Mortgage Company, Global View Capital Management, LTD, Purshe Kaplan Sterling Investments, Global View Capital Insurance, LTD, International Assets Investment Management, LLC, Owlfi, and Kingswood Wealth Advisors, LLC. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Scott is part of Owlfi, which operates out of Alpine, Utah. The firm has 4 offices and 17 employees. The firm manages assets totaling $125.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Owlfi includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Owlfi Brokerage Details
$125,134,119
17
749
$167,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Scott Ross Work History
Owlfi
Security National Mortgage Company
Kingswood Wealth Advisors, LLC
International Assets Investment Management, LLC
Global View Capital Management, LTD
Purshe Kaplan Sterling Investments
Global View Capital Insurance, LTD
Disclosures
Please visit the SEC profile of Scott Ross 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 Owlfi
Lenexa, KS
Lenexa, KS
Lenexa, KS
Alpine, UT
Lenexa, KS
Lenexa, KS
Lenexa, KS
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