Scotia Partners, LLC
Scotia Partners, LLC is an SEC-registered mass-market adviser with $110.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Scotia Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140568, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $110.7M (2026-06-30)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 112
- CRD
- 140568
- Ownership
- MONTGOMERY, CLIFFORD, JOHNSTON; MONTGOMERY, PAUL, JEFFREY
How much AUM does Scotia Partners, LLC have?
Scotia Partners, LLC reported $110.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Scotia Partners, LLC?
Disclosed owners and executives of Scotia Partners, LLC include MONTGOMERY, CLIFFORD, JOHNSTON, MONTGOMERY, PAUL, JEFFREY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.