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Building 2AUGUST GROUP

Map pinTORONTO
Phone438-792-5161
NotebookSEC #801-120147
Total AUM
$740.3M
Employees
22
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
705-320 BAY STREET
TORONTO
M5H 4A6
Canada
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
438-792-5161
Other Offices
3

ReceiptFinancials

Total AUM
$740.3M
Accounts
407
Discretionary
$678.7M
Accounts
356
Non-Discretionary
$61.6M
Accounts
51

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
34
AUM
$193.1M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$19.1M
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
21
AUM
$528.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMNNVNYOHPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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