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MONTRUSCO BOLTON INVESTMENTS INC.
MONTREAL, QUEBEC
1-514-842-6464
SEC #801-71803Total AUM
$12.9B
Employees
68Clients
345Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1501 MCGILL COLLEGE AVENUE
SUITE 1200
MONTREAL, QUEBEC
H3A 3M8
Canada
SUITE 1200
MONTREAL, QUEBEC
H3A 3M8
Canada
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
1-514-842-6464
Other Offices
5
Financials
Total AUM
$12.9B
Accounts
564Discretionary
$12B
Accounts
470Non-Discretionary
$894.5M
Accounts
94
Clients
HNW Individual Clients
10AUM
$20.3M
Banking Clients
1AUM
$4.7B
Investment Company Clients
19AUM
$2.1B
Pooled Vehicle Clients
258AUM
$3.9B
Pension/Profit Sharing Plan Clients
14AUM
$550.9M
Charitable Organization Clients
20AUM
$315.3M
Government Entity Clients
1AUM
$1.2B
Insurance Company Clients
6AUM
$41.1M
Corporation or Business Clients
16AUM
$132.6M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.