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Building 2SCOTIA PARTNERS, LLC

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Phone(484)932-8560
NotebookSEC #801-69997
Total AUM
$18M
Employees
1
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
(484)932-8560

ReceiptFinancials

Total AUM
$18M
Accounts
117
Discretionary
$18M
Accounts
117
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
112
AUM
$12.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Investment Advisor Clients
1
AUM
$3.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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