SCOTIA INSTITUTIONAL INVESTMENTS US, LP

BERWYN, Pennsylvania·4 registered advisors·CRD# 141202
SEC# 801-67074610-854-0900
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at SCOTIA INSTITUTIONAL INVESTMENTS US, LP

4 registered advisors
Amy Denise Duling
BERWYN, Pennsylvania
John Harold Leven
BERWYN, Pennsylvania
John Paul Lehning
BERWYN, Pennsylvania
Robin Philip Christian Lacey
BERWYN, Pennsylvania
05

Office Locations

BERWYN, Pennsylvania
4 advisors

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Data sourced from SEC Form ADV filings. SCOTIA INSTITUTIONAL INVESTMENTS US, LP (CRD# 141202) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.