MONEGY, INC.
Total AUM
$765.1M
Employees
11Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 KING ST. W., 42ND FLOOR
TORONTO, ONTRARIO
M5X 1A1
Canada
TORONTO, ONTRARIO
M5X 1A1
Canada
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
416-359-4237
Financials
Total AUM
$765.1M
Accounts
9Discretionary
$765.1M
Accounts
9Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
None reported
Affiliates
Affiliates
Reported 31 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.