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Crum Richard Scott (Newport Beach)


Crum Richard Scott is a large advisory firm based in Newport Beach. It manages $50.78 million of regulatory assets for 172 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Crum Richard Scott provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Crum Richard Scott: assets under management

The assets under management (AUM) of Crum Richard Scott is $50.78 million. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.58 million in discretionary accounts and $1.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $291.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $600.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crum Richard Scott for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newport Beach

The principal office where Crum Richard Scott performs its advisory services is located at 4 Upper Newport Plaza Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 562-598-9696 or by fax 949-428-9680. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.


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