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J.P. Scott & Company, LLC (Austin)


J.P. Scott & Company, LLC is a large advisory firm based in Austin. It manages $26.7 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.

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J.P. Scott & Company provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

J.P. Scott & Company: assets under management

The assets under management (AUM) of J.P. Scott & Company, LLC is $26.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $370.83 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay J.P. Scott & Company, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Austin

The principal office where J.P. Scott & Company, LLC performs its advisory services is located at 3 Lakeway Centre Court, Austin, TX 78746, 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 512-306-0608 or by fax 512-306-9262. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.jpscottco.com.


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