Sc Management, Inc. is an adviser based in Greenbrae. It manages $4.29 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Sc Management provides portfolio management for pooled investment vehicles. 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 Sc Management, Inc. is $4.29 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% 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 Sc Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Allan Davidson has been acting as President since 1 Jun 1993. Nancy Jean Abouchar joined the executive team most recently as the Cco.
The principal office where Sc Management, Inc. performs its advisory services is located at 100 Drakes Landing Road, Greenbrae, CA 94904, 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 (415) 464-0991 or by fax (415) 464-0993. The normal business hours are 6:00 a.m. - 2:00 p.m. on Monday - Friday.