1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TURN8 PRIVATE WEALTH INC.

Map pinPOINTE CLAIRE
Phone(514) 600-1466
NotebookSEC #801-78315
Total AUM
$350M
Employees
6
Clients
293

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
277 LAKESHORE RD.
SUITE 2
POINTE CLAIRE
H9S 4L2
Canada
Operating Hours
7AM - 6PM
Monday - Friday
Phone
(514) 600-1466
Other Offices
1

ReceiptFinancials

Total AUM
$350M
Accounts
1,123
Discretionary
$350M
Accounts
1,123
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
159
AUM
$4.8M
HNW Individual Clients
129
AUM
$63.2M
Pooled Vehicle Clients
5
AUM
$282M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SUBADVISOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account