Scott Basil is a large advisory firm based in Closter. It manages $37.04 million of regulatory assets for 257 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.
Scott Basil provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Scott Basil is $37.04 million. The firm's AUM has gone down by -18% 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 Scott Basil for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Scott Basil is owned by Basil Scott. Basil Nmn Scott joined the executive team most recently as the Chief Compliance Officer, President.
The principal office where Scott Basil performs its advisory services is located at 14 Vervalen Street, Closter, NJ 07624, 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 201-768-2300 or by fax 201-768-2301. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at buddscot@bellatlantic.net.