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Building 2MOUNT MURRAY INVESTMENT INC.

Map pinMONTREAL, QUEBEC
Phone514-922-1511
NotebookSEC #801-127111
Total AUM
$28.2M
Employees
4
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2170 RENE-LEVESQUE BLVD. W
SUITE 204
MONTREAL, QUEBEC
H3H 2T8 CAN
Canada
Operating Hours
8-5
Monday - Friday
Phone
514-922-1511

ReceiptFinancials

Total AUM
$28.2M
Accounts
5
Discretionary
$28.2M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
1
AUM
$21.3M
Other Clients
4
AUM
$6.9M
Description of Other Clients
CANADIAN-ONLY HIGH NET WORTH INDIVIDUALS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional 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 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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