Scott Marsh Financial

Finance · Utah, United States · 11-50 Employees

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Overview

Headquarters

1321 E 4170 S, Salt Lake City, Utah, 841...

Phone Number

(801) 272-4677

Revenue

$5.3 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Scott Marsh Financial

Scott Marsh Financial specializes in comprehensive financial planning, tax planning, and behavioral finance services aimed at empowering families to create a legacy of generational prosperity. With over 35 years of experience, they provide a unique blend of education and strategic wealth management to help clients, including retirees, pre-retirees, and young professionals, achieve their financial goals. The firm emphasizes a scholarly approach to financial prosperity, offering proprietary research and insights through various educational resources. Their mission is to develop partnerships with clients, ensuring they are well-equipped to navigate their financial journeys.Explore more
Scott Marsh Financial's Social MediaPopular SearchesScott Marsh FinancialScott MarshScott Marsh Financial LLCScott C MarshScottMarsh.comSIC Code 62,628NAICS Code 52,523Show more

Scott Marsh Financial Org Chart

PhoneEmail
EF
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Client Relationship Manager

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EF
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Manager, Client Relations

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AJ
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Wealth Management Associate

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CM
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Senior Wealth Advisor

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PM
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Financial Associate & Advisor

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JW
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Associate Advisor and Taxplanner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Scott Marsh Financial

$5.3M
11-50
Private
-
2008
EF
Emilyn FrahmClient Relationship Manager
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
<$5M
1-10
Private
-
1998
LJ
Lauren JumesClient Service Manager & Planning Associate
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Scott Marsh Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Scott Marsh Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Scott Marsh Financial.

Scott Marsh Financial Tech Stack

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Frequently Asked Questions Regarding Scott Marsh Financial

What is Scott Marsh Financial's official website?
Scott Marsh Financial's official website is www.scottmarsh.com
What is Scott Marsh Financial's Revenue?
Scott Marsh Financial's revenue is $5.3 Million
What is Scott Marsh Financial's SIC code?
Scott Marsh Financial's SIC: 62,628
What is Scott Marsh Financial's NAICS code?
Scott Marsh Financial's NAICS: 52,523
How many employees does Scott Marsh Financial have?
Scott Marsh Financial has 11-50 employees
What industry does Scott Marsh Financial belong to?
Scott Marsh Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Scott Marsh Financial competition?
Scott Marsh Financial top competitors include: Broad Reach Wealth Management, Vibrance Wealth Management, Wealth Preservation Advisors, New Century Investments
What technology does Scott Marsh Financial use?
Some of the popular technologies that Scott Marsh Financial uses are: WordPress.org, PHP, HubSpot Marketing Free, Google Universal Analytics
How do I contact Scott Marsh Financial?
Scott Marsh Financial contact info: Phone number: (801) 272-4677 Website: www.scottmarsh.com
What does Scott Marsh Financial do?

Scott Marsh Financial specializes in comprehensive financial planning, tax planning, and behavioral finance services aimed at empowering families to create a legacy of generational prosperity. With over 35 years of experience, they provide a unique blend of education and strategic wealth management to help clients, including retirees, pre-retirees,... and young professionals, achieve their financial goals. The firm emphasizes a scholarly approach to financial prosperity, offering proprietary research and insights through various educational resources. Their mission is to develop partnerships with clients, ensuring they are well-equipped to navigate their financial journeys.Read More

What are Scott Marsh Financial social media links?
Scott Marsh Financial Linkedin page Scott Marsh Financial Facebook page
Is Scott Marsh Financial a public company?
Scott Marsh Financial is private company therefore does not currently have an official ticker symbol
See more information about Scott Marsh Financial

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