Mark Scott Sievers is a large advisory firm based in Fairfield. It manages $96.7 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.
Mark Scott Sievers provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mark Scott Sievers is $96.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mark Scott Sievers for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Scott Sievers has been acting as President since 1 Dec 2004. Dennis Pete Park joined the executive team most recently as the Cfo.
The principal office where Mark Scott Sievers performs its advisory services is located at 2801 Waterman Blvd., Suite 250, Fairfield, CA 94533, which is also the mailing address of the firm. An additional office of the firm is in Napa, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 707-428-5500 or by fax 707-428-5519. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday.