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| Canaccord Genuity Wealth Management USA Inc
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|---|---|
| CRD # | 7449 |
| SEC # | 801-106809 |
| CIK # | 0000205307 |
| AUM | $92.6 MM (2024-06-26) |
| Employees | 7 (100% Investors, 86% Brokers) |
| Phone | 604-643-7300 |
| Address | 2200 609 Granville Street Vancouver Bc, Canada |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 92.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 79 | 92.6 |
| By Discretionary | ||
| Discretionary | 79 | 92.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 79 | 92.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 92.6 | |
| Total | 79 | 92.6 |
| Limited Partners | 2011 - 2024 |
|---|---|
| California Public Employees' Retirement System | |
| Minnesota State Board of Investment | |
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
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