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Building 2HONEYTREE INVESTMENT MANAGEMENT

Map pin
Phone416-528-8369
NotebookSEC #801-120880
Total AUM
$13.6M
Employees
3
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
416-528-8369

ReceiptFinancials

Total AUM
$13.6M
Accounts
12
Discretionary
$13.6M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$471.7K
HNW Individual Clients
5
AUM
$4.8M
Investment Company Clients
1
AUM
$8.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN ETF PROFITS AFTER EXPENSES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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