1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HARBOURFRONT WEALTH AMERICA INC.

Map pinVANCOUVER
Phone877-588-6822
NotebookSEC #801-118067
Total AUM
$9.2M
Employees
15
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ROYAL CENTRE 1800 1055 WEST GEORGIA STREET
VANCOUVER
V6E3P3
Canada
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
877-588-6822

ReceiptFinancials

Total AUM
$9.2M
Accounts
24
Discretionary
$8.3M
Accounts
18
Non-Discretionary
$888.5K
Accounts
6

ContactClients

View more in analytics →

Individual Clients
15
AUM
$3.7M
HNW Individual Clients
7
AUM
$5.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account