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Building 2PRESIMA SECURITIES ULC

Map pinMONTREAL, QUEBEC
Phone514-673-1375
NotebookSEC #801-126691
Total AUM
$685.2M
Employees
14
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 JEAN-PAUL-RIOPELLE PLACE
MONTREAL HERALD BUILDING, SUITE E400
MONTREAL, QUEBEC
H2Z 2B6
Canada
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
514-673-1375

ReceiptFinancials

Total AUM
$685.2M
Accounts
9
Discretionary
$685.2M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$488.9M
Charitable Organization Clients
1
AUM
$13.5M
Investment Advisor Clients
1
AUM
$116.6M
Insurance Company Clients
1
AUM
$52.7M
Corporation or Business Clients
1
AUM
$13.5M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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