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Building 2MANRKE WEALTH

Map pinTORONTO, ONTARIO
Phone647-948-3048
NotebookSEC #801-131789
Total AUM
$115.7M
Employees
3
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1920 YONGE ST.
SUITE 200
TORONTO, ONTARIO
M4S 3E2
Canada
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
647-948-3048

ReceiptFinancials

Total AUM
$115.7M
Accounts
182
Discretionary
$115.7M
Accounts
182
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$17.4M
HNW Individual Clients
18
AUM
$61.8M
Investment Company Clients
1
AUM
$28M
Charitable Organization Clients
1
AUM
$189.9K
Corporation or Business Clients
5
AUM
$8.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT TO CANADIAN MUTUAL FUND
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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