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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| 1062611 Ontario Limited
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|---|---|
| CRD # | 128166 |
| SEC # | 801-62415 |
| CIK # | |
| AUM | $13.0 M (2024-09-11) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 416-781-6163 |
| Address | 61 Humbercrest Blvd York on, Canada |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 6.9 |
| (b) Individuals (high net worth individuals) | 6 | 6.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 13.0 |
| By Discretionary | ||
| Discretionary | 36 | 12.2 |
| Non-Discretionary | 2 | 0.8 |
| Total | 38 | 13.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.0 | |
| Total | 38 | 13.0 |
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|---|---|---|
|
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|
0.0 | |
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Caterer Goodman Partners Ltd
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|
0.0 | |
|
EarlyBird Central Inc
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0.0 | |
|
URSA Financial LLC
✚
|
0.0 | |
|
Parco Wealth Management LLC
✚
|
DC | 0.0 |
|
1787Fp Investment Services LLC
✚
|
VA | 0.0 |
|
DAC Davis Investment Counsel Inc
✚
|
0.0 | |
|
Advisors Crypto Inc
✚
|
TX | 0.0 |
|
IQvestment LLC
✚
|
MA | 0.0 |
|
Signature Intelligent Portfolios LLC
✚
|
CA | 0.0 |