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About 1832 ASSET MANAGEMENT U.S. INC.
How does the advisor help clients – Key Takeaways:
- 1832 ASSET MANAGEMENT U.S. INC. provides financial expertise to individuals and institutions.
- The company offers a range of financial services to help clients achieve their financial goals.
- 1832 ASSET MANAGEMENT U.S. INC. has a team of experienced advisors who provide personalized and tailored financial solutions.
Facts and Insights
Incorporated in 2001, 1832 ASSET MANAGEMENT U.S. INC. has become a trusted name in the financial industry. With over 19 years of experience, the company has gained valuable insights into the ever-changing market trends, helping clients make informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.1 billion (as of December 2019) | 55 | 19+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
1832 ASSET MANAGEMENT U.S. INC. caters to both individual and institutional clients, providing tailored financial solutions to meet their unique needs and objectives.
Fees & Compensation
The fees and compensation structure of 1832 ASSET MANAGEMENT U.S. INC. is determined on a case-by-case basis depending on the services provided and the complexity of the client’s financial situation.
Background
1832 ASSET MANAGEMENT U.S. INC. is a subsidiary of Scotiabank, one of the leading financial institutions in Canada. With a global presence and a team of experienced professionals, 1832 ASSET MANAGEMENT U.S. INC. has a strong foundation to provide top-notch financial services to its clients.
Financial Advisor Disclosures to Know
- 1832 ASSET MANAGEMENT U.S. INC. has no disciplinary actions or sanctions against the company or its advisors.
- The company ensures that all advisors are properly licensed and registered with the appropriate agencies.
- 1832 ASSET MANAGEMENT U.S. INC. abides by all rules and regulations set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).