GARY KLEIN CONSULTING
  • GARY KLEIN CONSULTING
  • 1062611 ONTARIO LIMITED

Adviser Profile

As of Date 08/03/2025
Registration status Terminated
ADV Location TORONTO, Canada
Contact Info 416 xxxxxxx
AUM* 13,033,985 18%
of that, discretionary 12,222,718 10%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 343,000 -23%
% High Net Worth 24.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

18M 16M 13M 10M 8M 5M 3M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary