Adviser Profile

As of Date 12/24/2023
Registration status Terminated
ADV Location TORONTO, Canada
Contact Info 1-4 xxxxxxx
Websites
AUM* 26,377,155 -1%
of that, discretionary 26,377,155 -1%
Number of Employees 6
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 371,509 0%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

63M 54M 45M 36M 27M 18M 9M
2016 2017 2018 2019 2020 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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