Scotia Asset Management U.S. Inc. is an adviser based in Toronto, Ontario. It manages $208.05 million of regulatory assets for 158 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Florida, Michigan, New York, and Texas.
Scotia Asset Management U.S provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. 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 Scotia Asset Management U.S. Inc. is $208.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 216% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Scotia Asset Management U.S. Inc. for their services and products based on a percentage of assets under management. 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.
Wesley Glen Samuel Mills has served as the Chief Investment Officer since 1 Apr 2011. Richard Mcintyre joined the executive team most recently as the President / Ceo.
The principal office where Scotia Asset Management U.S. Inc. performs its advisory services is located at Suite 5200, Toronto, Ontario, M5 H 3 Y2 The mailing address of the firm is Suite 5200, Toronto, Ontario, M5 H 3 Y2. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 416-933-3065 or by fax 416-933-7457. The normal business hours are 8:30 to 5:00 on Monday - Friday.