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Building 2DELPHIA

Map pinTORONTO, ONTARIO
Phone(833) 335-7442
NotebookSEC #801-117340
Total AUM
$187.1M
Employees
23
Clients
28,895

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 QUEEN STREET WEST
UNIT 300
TORONTO, ONTARIO
M5V 2B4
Canada
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(833) 335-7442
Other Offices
3

ReceiptFinancials

Total AUM
$187.1M
Accounts
28,895
Discretionary
$187.1M
Accounts
28,895
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
27,694
AUM
$5.9M
HNW Individual Clients
1,196
AUM
$1.3M
Pooled Vehicle Clients
5
AUM
$179.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION FEE THROUGH MOBILE APPLICATION, PERF. BASED ALLOC.

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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