Claim Profile
AW

Allan Whittfield Waddell

SCG ASSET MANAGEMENT LLC·NAPERVILLE, Illinois
Unclaimed Profile
2132 DEEP WATER LANE, NAPERVILLE, IL 60564CRD# 6269115Firm CRD# 311843
01

About

Allan Whittfield Waddell is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with SCG ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
SCG ASSET MANAGEMENT LLC
SCG ASSET MANAGEMENT LLC
AUM
$141M
Regulatory assets under management
Employees
9
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6269115
Firm CRD# 311843
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPERVILLE?

Browse all registered financial advisors in NAPERVILLE, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Allan Whittfield Waddell offer?
Allan Whittfield Waddell specializes in Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Allan Whittfield Waddell's credentials?
Allan Whittfield Waddell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allan Whittfield Waddell located?
Allan Whittfield Waddell is based in NAPERVILLE, Illinois, working with SCG ASSET MANAGEMENT LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Allan Whittfield Waddell charge for services?
Allan Whittfield Waddell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCG ASSET MANAGEMENT LLC?
SCG ASSET MANAGEMENT LLC has approximately 9 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty