Overview
Assets Under Management: $1.9 billion
High-Net-Worth Clients: 346
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 346
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,320
Discretionary Accounts: 4,320
Regulatory Filings
CRD Number: 110453
Filing ID: 1959453
Last Filing Date: 2025-03-25 16:37:00
Website: https://claret.ca