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Building 2CLARET ASSET MANAGEMENT CORP

Map pinMONTREAL QUEBEC
Phone514-842-6110
NotebookSEC #801-55012
Total AUM
$2.4B
Employees
44
Clients
2,126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 DE MAISONNEUVE OUEST
SUITE 1900
MONTREAL QUEBEC
H3A 0A8
Canada
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
514-842-6110
Other Offices
1

ReceiptFinancials

Total AUM
$2.4B
Accounts
4,723
Discretionary
$2.4B
Accounts
4,723
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,461
AUM
$498.2M
HNW Individual Clients
356
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Charitable Organization Clients
24
AUM
$80.7M
Investment Advisor Clients
1
AUM
$14M
Corporation or Business Clients
283
AUM
$713.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FOUNDATIONS, HOLDING COMPANIES AND PENSION FUNDS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CAFLMANHNYSC

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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