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Building 2JARISLOWSKY FRASER LTD

Map pinMONTREAL QUEBEC
Phone514-842-2727
NotebookSEC #801-39502
Total AUM
$38.2B
Employees
225
Clients
4,653

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
1010 SHERBROOKE STREET WEST
20TH FLOOR
MONTREAL QUEBEC
H3A 2R7
Canada
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
514-842-2727
Other Offices
3

ReceiptFinancials

Total AUM
$38.2B
Accounts
8,063
Discretionary
$38.2B
Accounts
8,063
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,353
AUM
$1.3B
HNW Individual Clients
1,793
AUM
$8.7B
Pooled Vehicle Clients
14
AUM
$71.2M
Pension/Profit Sharing Plan Clients
120
AUM
$7.1B
Charitable Organization Clients
204
AUM
$3.6B
Insurance Company Clients
15
AUM
$5.1B
Sovereign Wealth Fund Clients
1
AUM
$952.8M
Corporation or Business Clients
134
AUM
$5.1B
Other Clients
19
AUM
$6.3B
Description of Other Clients
CANADIAN MUTUAL FUNDS AND SUB-ADVISED POOLS

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Felony ChargeSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTDCDEFLHIILMAMDMIMNMOMSMTNCNHNJNVNYOHORPAPRSCTNTXVAVIVTWA

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Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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