RIA · CRD 111653SEC-Registered

Updated:

Don Scholl & Associates

Don Scholl & Associates, Inc. is a wealth management advisory firm founded by Don Scholl, with limited public information on operations and investment...

Don Scholl & Associates

Don Scholl & Associates, Inc. is an SEC-registered investment adviser. The firm manages $47 million in assets, $46 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who founded Don Scholl & Associates?

The firm was founded by Don Scholl, as indicated by the corporate name. No additional background on his career prior to founding is publicly available.

What services does Don Scholl & Associates offer?

Based on the firm's classification as an RIA, it likely provides wealth management, financial planning, or investment advisory services. Specific service lines are not publicly detailed.

Is Don Scholl & Associates a family office?

The firm's public classification is as a Registered Investment Advisor (RIA), not a formal family office. It may serve family office clients in an advisory capacity, but its own status is unclear.

Where is Don Scholl & Associates headquartered?

The firm's headquarters location is not disclosed in public records. No office addresses are available.

Does Don Scholl & Associates publicly report AUM?

No, the firm does not disclose AUM in public sources. This is common for smaller or privately held advisory firms.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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