S.C. Financial Services is an investment advisor in Scottsdale with $180.11 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
412091820
SEC advisor number
801-118451
FINRA CRD number
127012
AUM ?
$180.11 mm
(as of 28 Jan 22)
Accounts
177
(as of 28 Jan 22)
Employees
3
(3 investment advisory or research)
Office hours
BY APPOINTMENT, BY APPOINTMENT
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cretors, Sharlee, Lorene | President and Chief Compliance Officer | 04/2003 | 50-75% |
Cretors, Kurt | Vice President | 03/2005 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22