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Building 2LOUISBOURG INVESTMENTS

Map pinDIEPPE, NEW BRUNSWICK
Phone1-506-383-5215
NotebookSEC #801-131894
Total AUM
$2.3B
Employees
28
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
202-230 CHAMPLAIN STREET
DIEPPE, NEW BRUNSWICK
E1A 1P1
Canada
Operating Hours
830AM TO 530PM
Monday - Friday
Phone
1-506-383-5215
Other Offices
3

ReceiptFinancials

Total AUM
$2.3B
Accounts
2,128
Discretionary
$2.3B
Accounts
2,128
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
164
AUM
$27.1M
HNW Individual Clients
18
AUM
$29.9M
Pooled Vehicle Clients
11
AUM
$916.6M
Pension/Profit Sharing Plan Clients
11
AUM
$129.2M
Charitable Organization Clients
7
AUM
$26.7M
Government Entity Clients
1
AUM
$511.5M
Insurance Company Clients
1
AUM
$491.3M
Corporation or Business Clients
37
AUM
$177M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle 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 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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