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Building 2THE RAELIPSKIE PARTNERSHIP

Map pinWATERLOO
Phone519 578 6849
NotebookSEC #801-128947
Total AUM
$1.1B
Employees
25
Clients
1,008

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 ERB STREET WEST
SUITE 201
WATERLOO
N2L 1T2
Canada
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
519 578 6849
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,564
Discretionary
$1.1B
Accounts
2,564
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
504
AUM
$98.9M
HNW Individual Clients
467
AUM
$778M
Pension/Profit Sharing Plan Clients
7
AUM
$81.5M
Charitable Organization Clients
30
AUM
$107.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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