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Building 2MANDEVILLE PRIVATE CLIENT USA INC.

Map pinBURLINGTON, ONTARIO
Phone905-331-4255
NotebookSEC #801-118335
Total AUM
$4.5M
Employees
15
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1375 KERNS ROAD
SUITE 200
BURLINGTON, ONTARIO
L7P 4V7
Canada
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
905-331-4255
Other Offices
3

ReceiptFinancials

Total AUM
$4.5M
Accounts
16
Discretionary
$4.5M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$4.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILMAPARITXVA

HandshakeAffiliates

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Affiliates
Reported 68 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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