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Building 2BLUE SKY WEALTH PARTNERS, LLC

Map pin
Phone514-663-4050
NotebookSEC #801-121630
Total AUM
$5.9M
Employees
1
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
514-663-4050

ReceiptFinancials

Total AUM
$5.9M
Accounts
17
Discretionary
$5.9M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$316.5K
HNW Individual Clients
4
AUM
$5.6M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

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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