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

Building 2PORTFOLIO STEWARDS INC.

Map pinTORONTO, ONTARIO
Phone905-891-6052
NotebookSEC #801-120808
Total AUM
$157.2M
Employees
17
Clients
629

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 FOUR SEASONS PLACE, SUITE 401
TORONTO, ONTARIO
M9B 6H7
Canada
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
905-891-6052
Other Offices
1

ReceiptFinancials

Total AUM
$157.2M
Accounts
629
Discretionary
$157.2M
Accounts
629
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
564
AUM
$81.8M
HNW Individual Clients
33
AUM
$62.8M
Corporation or Business Clients
32
AUM
$12.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account