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Building 2MARNOA PRIVATE WEALTH COUNSEL LTD.

Map pinWATERLOO,ONTARIO
Phone519-707-0048
NotebookSEC #801-131256
Total AUM
$19.3M
Employees
3
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 ERB STREET WEST
SUITE 1001A
WATERLOO,ONTARIO
N2L1T2
Canada
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
519-707-0048

ReceiptFinancials

Total AUM
$19.3M
Accounts
58
Discretionary
$19.3M
Accounts
58
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$1.8M
HNW Individual Clients
51
AUM
$17.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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