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Building 2GMG PRIVATE COUNSEL ULC

Map pinTORONTO, ONTARIO
Phone416-861-1998
NotebookSEC #801-122050
Total AUM
$192.6M
Employees
5
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 BAY STREET
SUITE 1444
TORONTO, ONTARIO
M5J 3A5
Canada
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
416-861-1998

ReceiptFinancials

Total AUM
$192.6M
Accounts
225
Discretionary
$192.6M
Accounts
225
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
52
AUM
$16M
HNW Individual Clients
50
AUM
$160.9M
Pooled Vehicle Clients
1
AUM
$14.9M
Charitable Organization Clients
1
AUM
$51.7K
Corporation or Business Clients
5
AUM
$859.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INSURANCE SOLUTIONS, CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING ON INSURANCE, CREDIT, AND CASH SOLUTIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMNNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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