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Building 2PRIME QUADRANT

Map pinTORONTO
Phone212-365-7400
NotebookSEC #801-126068
Total AUM
$849.3M
Employees
4
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800-2 ST. CLAIR AVENUE EAST
TORONTO
M4T 2T5
Canada
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
212-365-7400
Other Offices
5

ReceiptFinancials

Total AUM
$849.3M
Accounts
19
Discretionary
$0
Accounts
0
Non-Discretionary
$849.3M
Accounts
19

ContactClients

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HNW Individual Clients
19
AUM
$849.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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