Scarborough Capital Management

EST. AUM
$1,643,400,502

CONTACTS
4

CLIENT ACCOUNTS
4,323

Firm Details

Metro area Baltimore
CRD Number 169517
Website scmadvice.com
Client types

Overview

Since 1989, the firm has offered its signature 401(k) and 403(b) Savings Plan Management service for employees participating in their company retirement plans. Currently, the firm works with individuals at over 125 different plans ranging from Fortune 500 companies to small and midsized businesses. Some would call it a boutique wealth management firm, but its desire is to help every client achieve their own definition of financial well-being. It is not defined by the average size of the portfolio it manages. The firm's clients are regular folks who work hard to provide a quality life for their family. Securities are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services are offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities.

Platform Details

Investment Preferences

Alternative Activity