Overview
Assets Under Management: $17.2 billion
High-Net-Worth Clients: 583
Average Client Assets: $3 million
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: 583
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,143
Discretionary Accounts: 2,143
Regulatory Filings
CRD Number: 133221
Last Filing Date: 2024-12-19 00:00:00
Website: https://lba.ca