Unclaimed Profile

Scott Bruce Ungerer

ENERTECH CAPITAL HOLDING COMPANY, L.P.·AMBLER, Pennsylvania

Clean recordENERTECH CAPITAL HOLDING COMPANY, L.P.

300 BROOKSIDE AVENUE, AMBLER, PA 19002CRD# 6046012Firm CRD# 161807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Bruce Ungerer · AMBLER, PA

Registration

CRD #6046012 · ENERTECH CAPITAL HOLDING COMPANY, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott Bruce Ungerer is a registered financial advisor based in AMBLER, Pennsylvania, affiliated with ENERTECH CAPITAL HOLDING COMPANY, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ENERTECH CAPITAL HOLDING COMPANY, L.P.

ENERTECH CAPITAL

AUM

$68M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at ENERTECH CAPITAL HOLDING COMPANY, L.P. →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: FLAT FEE

Regulatory

SEC/IARD CRD# 6046012

Firm CRD# 161807

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Bruce Ungerer offer?

Scott Bruce Ungerer specializes in Retirement Planning, Wealth Management. Contact their office in AMBLER, Pennsylvania for a consultation.

What are Scott Bruce Ungerer's credentials?

Scott Bruce Ungerer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Bruce Ungerer located?

Scott Bruce Ungerer is based in AMBLER, Pennsylvania, working with ENERTECH CAPITAL HOLDING COMPANY, L.P.. Their office serves clients in the AMBLER metropolitan area and surrounding communities.

How does Scott Bruce Ungerer charge for services?

Scott Bruce Ungerer's firm is compensated through percentage of aum, other: flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENERTECH CAPITAL HOLDING COMPANY, L.P.?

ENERTECH CAPITAL HOLDING COMPANY, L.P. is a registered investment adviser with the SEC, managing $68M in regulatory assets under management. See their Form ADV for full details.

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