|
⚲
|
| Keyboard |
| Canaccord Genuity Wealth Management USA Inc
✚
|
|
|---|---|
| CRD # | 7449 |
| SEC # | 801-106809 |
| CIK # | 0000205307 |
| AUM | 135.5 M (2026-06-30) |
| Employees | 32 (100% Investors, 56% Brokers) |
| Fees | |
| Minimum | |
| Phone | 604-643-7300 |
| Address | 1133 Melville Street Vancouver Bc, Canada |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 16.3 |
| (b) Individuals (high net worth individuals) | 29 | 117.2 |
| (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 | 3 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 114 | 135.5 |
| By Discretionary | ||
| Discretionary | 114 | 135.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 114 | 135.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 133.5 | |
| Total | 114 | 135.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
A J Feldman Financial LLC
✚
|
135.9 M | |
|
Kassira Wealth Management LLC
✚
|
135.9 M | |
|
McMahan Capital Management LLC
✚
|
IN | 135.9 M |
|
Loretta Nolan Associates LLC
✚
|
CT | 135.8 M |
|
Financial Management Associates LLC
✚
|
NH | 135.8 M |
|
East Rock Financial Services LLC
✚
|
135.8 M | |
|
Hepworth Equity Partners LLC
✚
|
135.6 M | |
|
Dover Investment Advisory Corporation
✚
|
135.4 M | |
|
KULT Wealth Management Group LLC
✚
|
WI | 135.1 M |
|
Trotta John NMN
✚
|
NY | 135.0 M |