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Building 2MCA CROSS BORDER ADVISORS INC.

Map pinMONTREAL
Phone514-940-8066
NotebookSEC #801-78394
Total AUM
$31.1M
Employees
24
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
625 PRESIDENT KENNEDY
SUITE 903
MONTREAL
H3A 1K2
Canada
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
514-940-8066
Other Offices
12

ReceiptFinancials

Total AUM
$31.1M
Accounts
69
Discretionary
$31.1M
Accounts
69
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$7.1M
HNW Individual Clients
21
AUM
$24M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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