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| 1062611 Ontario Limited
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|
|---|---|
| CRD # | 128166 |
| SEC # | 801-62415 |
| CIK # | |
| AUM | $9.6 MM (2022-09-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 416-781-6163 |
| Address | 37 Heathdale Road Toronto, Canada |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 3.9 |
| (b) Individuals (high net worth individuals) | 5 | 5.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 9.6 |
| By Discretionary | ||
| Discretionary | 38 | 9.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 38 | 9.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.6 | |
| Total | 38 | 9.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Taylor Strategic Wealth Management LLC
✚
|
CA | 0.0 |
|
Brightstone Capital Management LLC
✚
|
0.0 | |
|
Evestia LLC
✚
|
UT | 0.0 |
|
LotusDew Wealth and Investment Advisors Private Limited
✚
|
0.0 | |
|
Harbourfront Wealth America Inc
✚
|
0.0 | |
|
Agustoni Emanuele Guiseppe
✚
|
0.0 | |
|
Beagle Invest LLC
✚
|
CA | 0.0 |
|
Steward Inc
✚
|
DC | 0.0 |
|
Avenue Global Advisors LLC
✚
|
FL | 0.0 |
|
Nabers Wealth LLC
✚
|
AZ | 0.0 |