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Building 2GENERATION PMCA CORP.

Map pinTORONTO, ONTARIO
Phone416-861-0774
NotebookSEC #801-60917
Total AUM
$42.6M
Employees
20
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 ST. CLAIR AVENUE EAST
18TH FLOOR
TORONTO, ONTARIO
M4T 2S3
Canada
Operating Hours
9AM-5PM
Monday - Friday
Phone
416-861-0774

ReceiptFinancials

Total AUM
$42.6M
Accounts
285
Discretionary
$42.6M
Accounts
284
Non-Discretionary
$60.8K
Accounts
1

ContactClients

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Individual Clients
255
AUM
$25.7M
HNW Individual Clients
47
AUM
$10.8M
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
2
AUM
$3.2M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
15
AUM
$3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ADVISE CORPORATIONS SEEKING FINANCING AND PROVIDE REFERRALS OF INVESTORS AND/OR LENDERS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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