Investment adviser · CRD 149730
KAPP/SCANLON FINANCIAL GROUP, LLC
Investment adviser filing (IA)
PITTSBURGH, PA, United States · Form ADV filed Jun 21, 2012
- Regulatory AUM
- $47M Form ADV · Item 5.F
- Client accounts
- 100 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 21, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
6119 CALLERY STREETPITTSBURGH, PA, 15206, United States
CRD 149730
Filing source
Form ADV 654744 · Jun 21, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.