Overview
Assets Under Management: $38.2 billion
High-Net-Worth Clients: 1,793
Average Client Assets: $5 million
Frequently Asked Questions
JARISLOWSKY, FRASER LIMITED 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 #107390), JARISLOWSKY, FRASER LIMITED is subject to fiduciary duty under federal law.
JARISLOWSKY, FRASER LIMITED serves 1,793 high-net-worth clients according to their SEC filing dated May 12, 2025. View client details ↓
According to their SEC Form ADV, JARISLOWSKY, FRASER LIMITED offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
JARISLOWSKY, FRASER LIMITED manages $38.2 billion in client assets according to their SEC filing dated May 12, 2025.
According to their SEC Form ADV, JARISLOWSKY, FRASER LIMITED serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,793
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.80
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 8,063
Discretionary Accounts: 8,063
Regulatory Filings
CRD Number: 107390
Filing ID: 1988831
Last Filing Date: 2025-05-12 11:04:00
Website: https://scotiabank.com