Overview
Assets Under Management: $141.8 billion
High-Net-Worth Clients: 7,383
Average Client Assets: $183,090
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7,383
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.95
Average High-Net-Worth Client Assets: $183,090
Total Client Accounts: 19,662
Discretionary Accounts: 19,600
Non-Discretionary Accounts: 62
Regulatory Filings
CRD Number: 106508
Last Filing Date: 2025-01-29 00:00:00
Website: https://cibc.com