Kapp/Scanlon Financial Group, LLC is an adviser based in Pittsburgh. It manages $47 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Pennsylvania.
Kapp/Scanlon Financial Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kapp/Scanlon Financial Group, LLC is $47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kapp/Scanlon Financial Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Kapp/Scanlon Financial Group, LLC performs its advisory services is located at 6119 Callery Street, Pittsburgh, PA 15206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-428-9545 or by fax 412-428-9546. The normal business hours are 9:00 am- 5:00 pm on Monday - Friday.