CANACCORD GENUITY WEALTH MANAGEMENT
Total AUM
$101.2M
Employees
31Clients
69Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1133 MELVILLE STREET
SUITE 1100
VANCOUVER, BC
V6E 4E5
Canada
SUITE 1100
VANCOUVER, BC
V6E 4E5
Canada
Operating Hours
7:00 AM - 3:00 PM
Monday - Friday
Monday - Friday
Phone
604-643-7300
Other Offices
6
Financials
Total AUM
$101.2M
Accounts
94Discretionary
$101.2M
Accounts
94Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
30AUM
$12.3M
HNW Individual Clients
36AUM
$87.5M
Corporation or Business Clients
3AUM
$1.4M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKCACOFLILMDNJNVNYORTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.