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James Bernard Scanlon

KAPP/SCANLON FINANCIAL GROUP, LLC·PITTSBURGH, Pennsylvania
Unclaimed Profile
6119 CALLERY STREET, PITTSBURGH, PA 15206CRD# 2764560Firm CRD# 149730
01

About

James Bernard Scanlon is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with KAPP/SCANLON FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KAPP/SCANLON FINANCIAL GROUP, LLC
KAPP/SCANLON FINANCIAL GROUP, LLC
AUM
$47M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KAPP/SCANLON FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2764560
Firm CRD# 149730
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Bernard Scanlon offer?
James Bernard Scanlon specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are James Bernard Scanlon's credentials?
James Bernard Scanlon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bernard Scanlon located?
James Bernard Scanlon is based in PITTSBURGH, Pennsylvania, working with KAPP/SCANLON FINANCIAL GROUP, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does James Bernard Scanlon charge for services?
James Bernard Scanlon'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 KAPP/SCANLON FINANCIAL GROUP, LLC?
KAPP/SCANLON FINANCIAL GROUP, LLC has approximately 1 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KAPP/SCANLON FINANCIAL GROUP, LLC

Brian Joseph Kapp
PITTSBURGH, PA

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