Claim Profile
RB

Richard Scott Beaven

SIMCOE CAPITAL, LLC·SPOKANE, Washington
Unclaimed Profile
9 W WASHINGTON ST, SPOKANE, WA 99201CRD# 4569943Firm CRD# 121505
01

About

Richard Scott Beaven is a registered financial advisor based in SPOKANE, Washington, affiliated with SIMCOE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SIMCOE CAPITAL, LLC
SIGNIA CAPITAL MANAGEMENT
AUM
$66M
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4569943
Firm CRD# 121505
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SPOKANE?

Browse all registered financial advisors in SPOKANE, Washington 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 Richard Scott Beaven offer?
Richard Scott Beaven specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPOKANE, Washington for a consultation.
What are Richard Scott Beaven's credentials?
Richard Scott Beaven is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Scott Beaven located?
Richard Scott Beaven is based in SPOKANE, Washington, working with SIMCOE CAPITAL, LLC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Richard Scott Beaven charge for services?
Richard Scott Beaven's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIMCOE CAPITAL, LLC?
SIMCOE CAPITAL, LLC has approximately 2 employees and manages $66M 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