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Building 2BEANSTOX

Map pinMONTREAL, QUEBEC
Phone(514) 849-1056
NotebookSEC #801-112877
Total AUM
$14.9M
Employees
7
Clients
10,048

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1010 SHERBROOKE STREET WEST
SUITE 2105
MONTREAL, QUEBEC
H3A2R7
Canada
Operating Hours
9A - 5P
Monday - Friday
Phone
(514) 849-1056
Other Offices
1

ReceiptFinancials

Total AUM
$14.9M
Accounts
20,295
Discretionary
$14.9M
Accounts
20,295
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10,048
AUM
$14.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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

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