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Scott Frederick Gurr

Compound Family Offices, LLC

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About Scott Frederick Gurr

Scott Frederick Gurr is a financial advisor with Compound Family Offices, LLC. Scott has been a Registered Investment Advisor since January 15, 2019. Scott has been in the industry for over 10 years, serving individuals, high net worth individuals and charitable organizations. Scott is also a Personal Financial Specialist. Compound Family Offices, LLC is a firm that focuses on financial planning, portfolio management, and selection of other advisors. The firm provides financial advice to individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Scott Gurr is currently registered with Compound Family Offices, LLC. Compound Family Offices, LLC is a registered investment adviser based in Sarasota, FL. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They provide financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have approximately $463.67 million in regulatory assets under management.
Compound Family Offices, LLC

2033 MAIN STREET

SARASOTA, FL 34237

$463.67M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Gurr’s Registration & Firm History

FL

01/15/2019 - Present

Compound Family Offices, LLC (SARASOTA FL)

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Licenses & Designations

IA

Issued 02/02/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2001

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Frederick Gurr.
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