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Building 2WELLINGTON-ALTUS USA INC.

Map pinWINNIPEG, MANITOBA
Phone888-315-8729
NotebookSEC #801-113668
Total AUM
$146.2M
Employees
58
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 PORTAGE AVENUE
25TH FLOOR
WINNIPEG, MANITOBA
R3B 3K6
Canada
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
888-315-8729
Other Offices
20

ReceiptFinancials

Total AUM
$146.2M
Accounts
265
Discretionary
$146.2M
Accounts
265
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
197
AUM
$40.4M
HNW Individual Clients
36
AUM
$105.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAFLLAMINENHOHTNTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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