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Building 2LINDE EQUITY

Map pinVANCOUVER
Phone604-738-5600
NotebookSEC #801-71399
Total AUM
$148.5M
Employees
3
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330-1385 WEST 8TH AVE.
VANCOUVER
V6H 3V9
Canada
Operating Hours
7AM-6PM PST
Monday - Friday
Phone
604-738-5600

ReceiptFinancials

Total AUM
$148.5M
Accounts
137
Discretionary
$90.5M
Accounts
71
Non-Discretionary
$58M
Accounts
66

ContactClients

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Individual Clients
133
AUM
$131M
HNW Individual Clients
1
AUM
$17.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Subscription Fee

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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