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Building 2SARTORIAL WEALTH INC.

Map pinMISSISSAUGA, ONTARIO
Phone647-368-6816
NotebookSEC #801-131096
Total AUM
$130.4M
Employees
8
Clients
299

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5-600 MATHESON BLVD W
MISSISSAUGA, ONTARIO
L5R 4B8
Canada
Operating Hours
9AM-5PM
Monday - Friday
Phone
647-368-6816
Other Offices
1

ReceiptFinancials

Total AUM
$130.4M
Accounts
299
Discretionary
$130.4M
Accounts
299
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
275
AUM
$80.2M
HNW Individual Clients
18
AUM
$42.5M
Corporation or Business Clients
6
AUM
$7.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

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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