Scott Basil (Closter)

Name: Scott Basil
Address: 14 Vervalen Street, Closter, NJ, 07624
Telephone: 201-768-2300

Scott Basil is a large advisory firm based in Closter. It manages $37.04 million of regulatory assets for 257 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.

Scott Basil provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Scott Basil: assets under management

The assets under management (AUM) of Scott Basil is $37.04 million. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.3 million in discretionary accounts and $35.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $145.3 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scott Basil for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Scott Basil

Scott Basil is owned by Basil Scott. Basil Nmn Scott joined the executive team most recently as the Chief Compliance Officer, President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Basil	Owner	1 Mar 1997	75% - 100%	111058
Basil Scott	Owner/cco	1 Mar 1997	75% - 100%	416890
Scott Basil	Managing member	1 Jun 2011	75% - 100%	111058
Basil Nmn Scott	Chief compliance officer, president	1 Jul 2011	75% - 100%	416890

Based in Closter

The principal office where Scott Basil performs its advisory services is located at 14 Vervalen Street, Closter, NJ 07624, 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 201-768-2300 or by fax 201-768-2301. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at buddscot@bellatlantic.net.