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Building 2PORTAGE WEALTH INC

Map pinOAKVILLE
Phone(888)333-0996
NotebookSEC #801-135315
Total AUM
$202M
Employees
13
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2265 UPPER MIDDLE ROAD EAST
SUITE 102
OAKVILLE
L6H0G5
Canada
Operating Hours
9-5
Monday - Friday
Phone
(888)333-0996

ReceiptFinancials

Total AUM
$202M
Accounts
185
Discretionary
$202M
Accounts
185
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
185
AUM
$202M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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

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