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Scott Frederick Colton

COLTON WEALTH MANAGEMENT·ARCADIA, California
Clean recordCOLTON WEALTH MANAGEMENT
148 E. FOOTHILL BLVD, ARCADIA, CA 91006CRD# 4215362Firm CRD# 150486

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Frederick Colton · ARCADIA, CA
Registration
CRD #4215362 · COLTON WEALTH MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Frederick Colton is a registered financial advisor based in ARCADIA, California, affiliated with COLTON WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COLTON WEALTH MANAGEMENT
COLTON WEALTH MANAGEMENT
AUM
$107M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at COLTON WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4215362
Firm CRD# 150486
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Frederick Colton offer?
Scott Frederick Colton specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ARCADIA, California for a consultation.
What are Scott Frederick Colton's credentials?
Scott Frederick Colton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Frederick Colton located?
Scott Frederick Colton is based in ARCADIA, California, working with COLTON WEALTH MANAGEMENT. Their office serves clients in the ARCADIA metropolitan area and surrounding communities.
How does Scott Frederick Colton charge for services?
Scott Frederick Colton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLTON WEALTH MANAGEMENT?
COLTON WEALTH MANAGEMENT has approximately 2 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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