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James Lee Scaplen

TRELLUS MANAGEMENT COMPANY, LLC·DELRAY BEACH, Florida
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1615 S. CONGRESS AVENUE, DELRAY BEACH, FL 33445CRD# 3091051Firm CRD# 137537
01

About

James Lee Scaplen is a registered financial advisor based in DELRAY BEACH, Florida, affiliated with TRELLUS MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TRELLUS MANAGEMENT COMPANY, LLC
TRELLUS MANAGEMENT COMPANY, LLC
AUM
$98M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at TRELLUS MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3091051
Firm CRD# 137537
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Lee Scaplen offer?
James Lee Scaplen specializes in Retirement Planning. Contact their office in DELRAY BEACH, Florida for a consultation.
What are James Lee Scaplen's credentials?
James Lee Scaplen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Lee Scaplen located?
James Lee Scaplen is based in DELRAY BEACH, Florida, working with TRELLUS MANAGEMENT COMPANY, LLC. Their office serves clients in the DELRAY BEACH metropolitan area and surrounding communities.
How does James Lee Scaplen charge for services?
James Lee Scaplen'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 TRELLUS MANAGEMENT COMPANY, LLC?
TRELLUS MANAGEMENT COMPANY, LLC is a registered investment adviser with the SEC, managing $98M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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