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Scofield & Company, LLC

EST. AUM
$113,566,394

CONTACTS

CLIENT ACCOUNTS
225

Firm Details

Metro area Cleveland
CRD Number 105589
Website
Client types

Overview

Scofield and Company, LLC is a Fairlawn, Ohio-based registered investment adviser providing customized investment management and financial planning services. The firm uses quantitative analysis to support portfolio management, tactical asset allocation and investment selection across different client risk profiles. Its financial planning capabilities include retirement planning, higher education funding and employee-benefit analysis. The firm manages approximately $112 million in discretionary client assets.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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