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Zook, Scoby Alan (Point Reyes Station)


Zook, Scoby Alan is an adviser based in Point Reyes Station. It manages $38.17 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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

Zook, Scoby Alan: assets under management

The assets under management (AUM) of Zook, Scoby Alan is $38.17 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $38.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $320.8 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zook, Scoby Alan for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Point Reyes Station

The principal office where Zook, Scoby Alan performs its advisory services is located at 11431 State Route 1 Suite 4, Point Reyes Station, CA 94956 The mailing address of the firm is Po Box 580, Point Reyes Station, CA 94956 0580. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-663-8505 or by fax 415-663-8662. The normal business hours are 9am to 5pm most days on Monday - Friday.


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