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Building 21832 ASSET MANAGEMENT U.S. INC.

Map pinTORONTO, ONTARIO
Phone416-840-7986
NotebookSEC #801-61257
Total AUM
$1.4B
Employees
251
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16TH FLOOR
40 TEMPERANCE STREET
TORONTO, ONTARIO
M5H 0B4
Canada
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
416-840-7986
Other Offices
37

ReceiptFinancials

Total AUM
$1.4B
Accounts
462
Discretionary
$1.4B
Accounts
462
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
152
AUM
$80.4M
HNW Individual Clients
127
AUM
$601.5M
Investment Company Clients
1
AUM
$342.4M
Pooled Vehicle Clients
1
AUM
$25.9M
Pension/Profit Sharing Plan Clients
1
AUM
$196.1M
Corporation or Business Clients
15
AUM
$181.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Felony ChargeOther Regulator False Statement/DishonestySEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTDCDEFLGAHIILINLAMAMDMEMIMNMOMSMTNCNDNHNJNVNYOHORPAPRSCSDTNTXUTVAVIVTWA

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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