Overview
Assets Under Management: $810 million
High-Net-Worth Clients: 115
Average Client Assets: $1 million
Frequently Asked Questions
BAROMETER CAPITAL MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156409), BAROMETER CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
BAROMETER CAPITAL MANAGEMENT INC. serves 115 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, BAROMETER CAPITAL MANAGEMENT INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BAROMETER CAPITAL MANAGEMENT INC. manages $810 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, BAROMETER CAPITAL MANAGEMENT INC. serves high-net-worth individuals and institutional clients. View client details ↓
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