Overview
Assets Under Management: $810 million
High-Net-Worth Clients: 115
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.21
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 389
Discretionary Accounts: 389
Regulatory Filings
CRD Number: 156409
Last Filing Date: 2024-03-28 00:00:00
Website: https://barometercapital.ca