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Building 2CADOGAN PARK

Map pinVANCOUVER, B.C.
Phone6043733388
NotebookSEC #801-112412
Total AUM
$47.4M
Employees
3
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
885 W. GEORGIA ST.
SUITE#1150
VANCOUVER, B.C.
V6C 3E8
Canada
Operating Hours
8AM - 5PM
Monday - Friday
Phone
6043733388

ReceiptFinancials

Total AUM
$47.4M
Accounts
75
Discretionary
$47.4M
Accounts
75
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$14.7M
HNW Individual Clients
15
AUM
$32.7M
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
TX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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