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Building 2VALUE PARTNERS INVESTMENT COUNSEL

Map pinWINNIPEG, MANITOBA
Phone204-949-0059
NotebookSEC #801-118112
Total AUM
$2B
Employees
54
Clients
605

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
175 HARGRAVE STREET
UNIT 300
WINNIPEG, MANITOBA
R3C3R8
Canada
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
204-949-0059
Other Offices
2

ReceiptFinancials

Total AUM
$2B
Accounts
605
Discretionary
$2B
Accounts
605
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
314
AUM
$98.6M
HNW Individual Clients
198
AUM
$241.3M
Investment Company Clients
3
AUM
$1.5B
Pooled Vehicle Clients
1
AUM
$5.7M
Corporation or Business Clients
89
AUM
$87.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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