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Widelitz Kenneth Scott (Los Angeles)


Widelitz Kenneth Scott is an internet adviser based in Los Angeles. It manages $17 million of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Widelitz Kenneth Scott provides 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.

Widelitz Kenneth Scott: assets under management

The assets under management (AUM) of Widelitz Kenneth Scott is $17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.77 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Widelitz Kenneth Scott for their services and products based on a percentage of assets under management, commissions, 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.

Based in Los Angeles

The principal office where Widelitz Kenneth Scott performs its advisory services is located at 10519 Lauriston Ave, Los Angeles, CA 90064, 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 310-474-9964 or by fax 310-470-8344. The normal business hours are 8 am - 5 pm on Monday - Friday.


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