Overview
Assets Under Management: $141.8 billion
High-Net-Worth Clients: 7,383
Average Client Assets: $183,090
Frequently Asked Questions
CIBC GLOBAL ASSET 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 #106508), CIBC GLOBAL ASSET MANAGEMENT is subject to fiduciary duty under federal law.
CIBC GLOBAL ASSET MANAGEMENT serves 7,383 high-net-worth clients according to their SEC filing dated December 10, 2025. View client details ↓
According to their SEC Form ADV, CIBC GLOBAL ASSET MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CIBC GLOBAL ASSET MANAGEMENT manages $141.8 billion in client assets according to their SEC filing dated December 10, 2025.
According to their SEC Form ADV, CIBC GLOBAL ASSET MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
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
Filing ID: 2032821
Last Filing Date: 2025-12-10 10:50:21
Website: 18