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Building 2CANACCORD GENUITY WEALTH MANAGEMENT

Map pinVANCOUVER, BC
Phone604-643-7300
NotebookSEC #801-106809
Total AUM
$101.2M
Employees
31
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1133 MELVILLE STREET
SUITE 1100
VANCOUVER, BC
V6E 4E5
Canada
Operating Hours
7:00 AM - 3:00 PM
Monday - Friday
Phone
604-643-7300
Other Offices
6

ReceiptFinancials

Total AUM
$101.2M
Accounts
94
Discretionary
$101.2M
Accounts
94
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$12.3M
HNW Individual Clients
36
AUM
$87.5M
Corporation or Business Clients
3
AUM
$1.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

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

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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