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Building 2VAN BERKOM AND ASSOCIATES INC.

Map pinMONTREAL, QUEBEC
Phone514-985-5759
NotebookSEC #801-62340
Total AUM
$3.8B
Employees
33
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 DE MAISONNEUVE BLVD. WEST
SUITE 2510
MONTREAL, QUEBEC
H3A 3J2
Canada
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
514-985-5759

ReceiptFinancials

Total AUM
$3.8B
Accounts
45
Discretionary
$3.8B
Accounts
45
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$15.4M
Pooled Vehicle Clients
5
AUM
$43.4M
Pension/Profit Sharing Plan Clients
14
AUM
$714M
Charitable Organization Clients
9
AUM
$389.7M
Government Entity Clients
9
AUM
$2.3B
Insurance Company Clients
1
AUM
$176.2M
Other Clients
1
AUM
$139.6M
Description of Other Clients
MUTUAL AND SEGREGATED FUNDS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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