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Building 2NATWEALTH MANAGEMENT

Map pinMONTREAL
Phone833-946-1589
NotebookSEC #801-119519
Total AUM
$115M
Employees
129
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1155 METCALFE
4TH FLOOR
MONTREAL
H3B 4S9
Canada
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
833-946-1589
Other Offices
16

ReceiptFinancials

Total AUM
$115M
Accounts
130
Discretionary
$113.7M
Accounts
126
Non-Discretionary
$1.3M
Accounts
4

ContactClients

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Individual Clients
53
AUM
$17.7M
HNW Individual Clients
44
AUM
$89.7M
Banking Clients
1
AUM
$0
Investment Company Clients
40
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
3
AUM
$6.4M
Other Clients
1
AUM
$1.3M
Description of Other Clients
MANAGED BY A THIRD PARTY - BNY MELLON ADVISORS INC.

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
INSTITUTIONAL CLIENT RESEARCH SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PAYMENTS IN RESPECT OF RESEARCH SERVICES RECEIVED

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGALANYTXWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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