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Building 2CIBC GLOBAL ASSET MANAGEMENT

Map pinTORONTO, ON
Phone877-363-5620
NotebookSEC #801-9707
Total AUM
$162.8B
Employees
478
Clients
10,439

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
81 BAY STREET
20TH FLOOR
TORONTO, ON
M5J 0E7
Canada
Operating Hours
8:30A.M. TO 5:00 P.M.
Monday - Friday
Phone
877-363-5620
Other Offices
18

ReceiptFinancials

Total AUM
$162.8B
Accounts
21,743
Discretionary
$159.9B
Accounts
21,684
Non-Discretionary
$2.9B
Accounts
59

ContactClients

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HNW Individual Clients
7,903
AUM
$4.5B
Investment Company Clients
245
AUM
$93.6B
Pooled Vehicle Clients
37
AUM
$4.3B
Pension/Profit Sharing Plan Clients
47
AUM
$13.4B
Charitable Organization Clients
139
AUM
$9.4B
Government Entity Clients
5
AUM
$74.9M
Investment Advisor Clients
75
AUM
$34.4B
Insurance Company Clients
12
AUM
$561.5M
Corporation or Business Clients
1,958
AUM
$1.4B
Other Clients
18
AUM
$1.1B
Description of Other Clients
PRIVATE COS.

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLMANHNYTX

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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