MANDEVILLE PRIVATE CLIENT USA INC.
  • MANDEVILLE PRIVATE CLIENT USA INC.

Adviser Profile

As of Date 01/02/2024
Registration status Terminated
ADV Location BURLINGTON, ONTARIO, Canada
Contact Info 905 xxxxxxx
AUM* 4,451,940 279%
of that, discretionary 4,451,940 279%
Number of Employees 15
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 278,246 -53%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

4M 4M 3M 3M 2M 1M 636K
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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