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Building 2LORNE STEINBERG WEALTH MANAGEMENT INC.

Map pinMONTREAL, QUEBEC
Phone514-876-9888
NotebookSEC #801-113179
Total AUM
$814.4M
Employees
16
Clients
1,048

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 DE LA GAUCHETIERE ST W
SUITE 3310
MONTREAL, QUEBEC
H3B 4W5
Canada
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
514-876-9888
Other Offices
2

ReceiptFinancials

Total AUM
$814.4M
Accounts
2,586
Discretionary
$814.4M
Accounts
2,586
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
740
AUM
$37.3M
HNW Individual Clients
304
AUM
$400.5M
Pooled Vehicle Clients
3
AUM
$376M
Charitable Organization Clients
1
AUM
$494.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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