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Grant David Cox

SCF INVESTMENT ADVISORS, INC.·SAN DIEGO, California
Unclaimed Profile
10150 MEANLEY DRIVE, SAN DIEGO, CA 92131CRD# 6016392Firm CRD# 123608
01

About

Grant David Cox is a registered financial advisor based in SAN DIEGO, California, affiliated with SCF INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SCF INVESTMENT ADVISORS, INC.
SCF INVESTMENT ADVISORS, INC.
AUM
$2.6B
Regulatory assets under management
Employees
351
Total firm employees
View all advisors at SCF INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6016392
Firm CRD# 123608
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Grant David Cox offer?
Grant David Cox specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Grant David Cox's credentials?
Grant David Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Grant David Cox located?
Grant David Cox is based in SAN DIEGO, California, working with SCF INVESTMENT ADVISORS, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Grant David Cox charge for services?
Grant David Cox's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCF INVESTMENT ADVISORS, INC.?
SCF INVESTMENT ADVISORS, INC. has approximately 351 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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