SCS FINANCIAL PARTNERS LLC

BOSTON, Massachusetts·1 registered advisor·CRD# 292471
SEC# 801-1138411617-204-6400
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at SCS FINANCIAL PARTNERS LLC

1 registered advisor
Mark Wahlberg
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. SCS FINANCIAL PARTNERS LLC (CRD# 292471) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.