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| Happy Holidays!! thanks for using AUM13F!! |
| Canaccord Genuity Wealth Management USA Inc
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|---|---|
| CRD # | 7449 |
| SEC # | 801-106809 |
| CIK # | 0000205307 |
| AUM | $101.2 M (2025-07-17) |
| Employees | 31 (100% Investors, 55% Brokers) |
| Phone | 604-643-7300 |
| Address | 1133 Melville Street Vancouver Bc, Canada |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 12.3 |
| (b) Individuals (high net worth individuals) | 36 | 87.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 94 | 101.2 |
| By Discretionary | ||
| Discretionary | 94 | 101.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 94 | 101.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 99.5 | |
| Total | 94 | 101.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Genesis Financial Group LLC
✚
|
NJ | 0.1 |
|
Kahn Financial Group Inc
✚
|
FL | 0.1 |
|
Nest Investments LLC
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|
PA | 0.1 |
|
Outlook Capital Management LLC
✚
|
IL | 0.1 |
|
Oldfield Wealth Partners LLC
✚
|
ME | 0.1 |
|
Royal Palms Capital LLC
✚
|
CA | 0.1 |
|
First Financial Services LLC
✚
|
AR | 0.1 |
|
Charles River Wealth Management LLC
✚
|
MA | 0.1 |
|
Wright Cove Capital LLC
✚
|
ME | 0.1 |
|
Eurocapital Advisors Inc
✚
|
FL | 0.1 |