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JAMES F SCOTT INVESTMENTS LLC DBA MILESTONE WEALTH STRATEGIES

Advisory

PLANO, TX

Data as of Mar 26, 2024 · Source: SEC Form ADV

Rank in TX
#2,399
of 2,813 advisers by AUM
Average account
$195K
across 41 accounts
AUM per adviser
$8M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2024.

Total AUM
$8M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$8M
Discretionary AUM$7M
Non-Discretionary AUM$1M
Discretionary %87.5%
Total Clients41
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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