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Scott Elaine Case

VMG PARTNERS II, LLC·SAN FRANCISCO, California
Clean recordVMG PARTNERS II, LLC
39 MESA STREET, SUITE 310, SAN FRANCISCO, CA 94129CRD# 2646918Firm CRD# 157720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Elaine Case · SAN FRANCISCO, CA
Registration
CRD #2646918 · VMG PARTNERS II, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Elaine Case is a registered financial advisor based in SAN FRANCISCO, California, affiliated with VMG PARTNERS II, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
VMG PARTNERS II, LLC
VMG PARTNERS II, LLC
AUM
$3.0B
Regulatory assets under management
Employees
36
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2646918
Firm CRD# 157720
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05

Frequently Asked Questions

What services does Scott Elaine Case offer?
Scott Elaine Case specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Scott Elaine Case's credentials?
Scott Elaine Case is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Elaine Case located?
Scott Elaine Case is based in SAN FRANCISCO, California, working with VMG PARTNERS II, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Scott Elaine Case charge for services?
Scott Elaine Case's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VMG PARTNERS II, LLC?
VMG PARTNERS II, LLC has approximately 36 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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