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Building 2LOMBARD ODIER TRANSATLANTIC LIMITED

Map pinMONTREAL
Phone514-847-7747
NotebookSEC #801-72360
Total AUM
$477.5M
Employees
20
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 SHERBROOKE ST. WEST
SUITE 2200
MONTREAL
H3A 3R7
Canada
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
514-847-7747

ReceiptFinancials

Total AUM
$477.5M
Accounts
109
Discretionary
$387.4M
Accounts
89
Non-Discretionary
$90.1M
Accounts
20

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestySRO Rule Violation
State Registrations
CAFLMAMINY

HandshakeAffiliates

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Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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