Overview
Assets Under Management: $101 million
High-Net-Worth Clients: 36
Average Client Assets: $2.4 million
Frequently Asked Questions
CANACCORD GENUITY WEALTH MANAGEMENT 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 #7449), CANACCORD GENUITY WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CANACCORD GENUITY WEALTH MANAGEMENT serves 36 high-net-worth clients according to their SEC filing dated December 02, 2025. View client details ↓
According to their SEC Form ADV, CANACCORD GENUITY WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
CANACCORD GENUITY WEALTH MANAGEMENT manages $101 million in client assets according to their SEC filing dated December 02, 2025.
According to their SEC Form ADV, CANACCORD GENUITY WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.41%
Average Client Assets: $2.4 million
Total Client Accounts: 94
Discretionary Accounts: 94
Regulatory Filings
CRD Number: 7449
Filing ID: 2031379
Last Filing Date: 2025-12-02 11:50:49