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Building 2MAWER INVESTMENT MANAGEMENT LTD.

Map pinCALGARY, ALBERTA
Phone403-262-4673
NotebookSEC #801-74336
Total AUM
$40.9B
Employees
278
Clients
6,075

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
517-10TH AVENUE SW, SUITE 600
CALGARY, ALBERTA
T2R 0A8
Canada
Operating Hours
7:30AM-4:30PM
Monday - Friday
Phone
403-262-4673
Other Offices
2

ReceiptFinancials

Total AUM
$40.9B
Accounts
12,669
Discretionary
$40.3B
Accounts
12,583
Non-Discretionary
$643.1M
Accounts
86

ContactClients

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Individual Clients
4,222
AUM
$2.5B
HNW Individual Clients
738
AUM
$3.1B
Investment Company Clients
1
AUM
$227M
Pooled Vehicle Clients
83
AUM
$20B
Pension/Profit Sharing Plan Clients
90
AUM
$5B
Charitable Organization Clients
171
AUM
$3B
Government Entity Clients
7
AUM
$1.9B
Investment Advisor Clients
1
AUM
$306.5M
Sovereign Wealth Fund Clients
1
AUM
$694.2M
Corporation or Business Clients
761
AUM
$4.3B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PRTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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