About

Founded in 2001, 1832 ASSET MANAGEMENT U.S. INC. is a subsidiary of Scotiabank and has established itself as a trusted financial advisor for individuals and institutions. With over 19 years of experience, the company offers a wide range of financial services including investment management, retirement planning, estate planning, tax planning, and insurance planning to help clients achieve their financial goals.

1832 ASSET MANAGEMENT U.S. INC. has a team of 55 experienced advisors who provide personalized and tailored solutions to meet the unique needs and objectives of each client. As of December 2019, the company had assets under management worth $2.1 billion and has been in business for 19 years.

Clients of 1832 ASSET MANAGEMENT U.S. INC. include both individual and institutional clients. The company's fees and compensation structure is determined on a case-by-case basis depending on the services provided and the complexity of the client's financial situation. 1832 ASSET MANAGEMENT U.S. INC. has a clean disciplinary record and ensures that all advisors are properly licensed and registered with the appropriate agencies. It also adheres to all rules and regulations set by the SEC and FINRA.

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 & 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, Advisors & Tenure

Assets Under Management: $2.1 billion (as of December 2019)
Number of Advisors: 55
Time in Business: 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.

Disclosures

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).

Other Information

SOVEREIGN BONDS IS THE CANADIAN FEDERAL AND PROVINCIAL GOVERNMENT BONDS. CASH AND CASH EQUIVALENTS INCLUDES CURRENCY BALANCES, BONDS MATURING IN LESS THAN YEAR, T-BILLS IN CANADA AND THE US OTHER INCLUDES "GOLD" AND OTHER ITEMS INCLUDING EXCHANGE TRADED FIXED INCOME ETFS *** PREFERRED SHARES PLACED IN EXCHANGE TRADE EQUITIES BASED ON THE FACT THAT THEY ARE EXCHANGED TRADE AND VIEWS FROM OTHER FIRMS THAT THESE ARE EQUITIES

Firm Facts

Primary Business Name: 1832 ASSET MANAGEMENT U.S. INC.
SEC Region: HQ
Organization CRD: 120836
SEC: 801-61257
Firm Type: Registered
Legal Name: 1832 ASSET MANAGEMENT U.S. INC.