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Building 2DORCHESTER WEALTH MANAGEMENT COMPANY

Map pinMONTREAL, QUEBEC
Phone514-861-5841
NotebookSEC #801-96255
Total AUM
$1.3B
Employees
12
Clients
1,018

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 RENE LEVESQUE BLVD. WEST
SUITE 650
MONTREAL, QUEBEC
H3B 4N4
Canada
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
514-861-5841

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,018
Discretionary
$1.3B
Accounts
1,018
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
552
AUM
$310.8M
HNW Individual Clients
242
AUM
$453.5M
Charitable Organization Clients
15
AUM
$52.2M
Corporation or Business Clients
209
AUM
$492.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNY

HandshakeAffiliates

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

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