Overview
Assets Under Management: $193 million
High-Net-Worth Clients: 50
Average Client Assets: $3.2 million
Frequently Asked Questions
GMG PRIVATE COUNSEL ULC 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 #315453), GMG PRIVATE COUNSEL ULC is subject to fiduciary duty under federal law.
GMG PRIVATE COUNSEL ULC serves 50 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, GMG PRIVATE COUNSEL ULC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
GMG PRIVATE COUNSEL ULC manages $193 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, GMG PRIVATE COUNSEL ULC 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
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.52%
Average Client Assets: $3.2 million
Total Client Accounts: 225
Discretionary Accounts: 225
Regulatory Filings
CRD Number: 315453
Filing ID: 1818345
Last Filing Date: 2024-03-27 17:47:00