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Building 2IA PRIVATE WEALTH (USA) INC.

Map pinTORONTO, ONTARIO
Phone1-855-999-2081
NotebookSEC #801-126039
Total AUM
$135.1M
Employees
131
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26 WELLINGTON ST. EAST SUITE 700
TORONTO, ONTARIO
M5E 1S2
Canada
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
1-855-999-2081
Other Offices
60

ReceiptFinancials

Total AUM
$135.1M
Accounts
292
Discretionary
$135.1M
Accounts
292
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
167
AUM
$44.5M
HNW Individual Clients
28
AUM
$84.9M
Corporation or Business Clients
4
AUM
$5.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAILLANYSCTXUTWA

HandshakeAffiliates

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

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