Scofield & Company, LLC is an adviser based in Akron. It manages $53.64 million of regulatory assets for 334 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Ohio.
Scofield & Company provides portfolio management for individuals and small businesses and active investment management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Scofield & Company, LLC is $53.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Scofield & Company, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Scofield & Company, LLC is owned by Alan Wayne Scofield. Heath James Smargiasso joined the executive team most recently as the Chief Compliance Officer.
The principal office where Scofield & Company, LLC performs its advisory services is located at 4040 Embassy Parkway, Akron, OH 44333, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-668-2616 or by fax 330-668-2064. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at www.scofieldandcompany.com.