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Building 2LOMBARD ODIER TRANSATLANTIC LIMITED

Map pinMONTREAL
Phone514-847-7747
NotebookSEC #801-112125
Total AUM
$466.8M
Employees
8
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 SHERBROOKE ST. WEST
SUITE 2200
MONTREAL
H3A 3R7
Canada
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
514-847-7747

ReceiptFinancials

Total AUM
$466.8M
Accounts
88
Discretionary
$384.3M
Accounts
71
Non-Discretionary
$82.5M
Accounts
17

ContactClients

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HNW Individual Clients
63
AUM
$339M
Charitable Organization Clients
1
AUM
$4M
Corporation or Business Clients
26
AUM
$123.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestySRO Rule Violation
State Registrations
CADEFLMAMINJ

HandshakeAffiliates

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Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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