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| Keyboard |
| Goodreid Investment Counsel Corp
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|---|---|
| CRD # | 146982 |
| SEC # | 801-69192 |
| CIK # | |
| AUM | 544.1 M (2025-11-17) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 416-364-0890 |
| Address | 179 John Street Toronto, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 14.3 |
| (b) Individuals (high net worth individuals) | 317 | 386.4 |
| (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 | 20 | 143.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,372 | 544.1 |
| By Discretionary | ||
| Discretionary | 1,372 | 544.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,372 | 544.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 537.0 | |
| United States Persons | 7.1 | |
| Total | 1,372 | 544.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| LEI | 254900NPPHPOY6217A81 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Whitegate Investment Counselors Inc
✚
|
NH | 545.4 M |
|
25 LLC
✚
|
MO | 545.0 M |
|
RL Evans Co Inc
✚
|
WA | 545.0 M |
|
Selby Wealth Management LLC
✚
|
CA | 544.8 M |
|
Sierra Ocean LLC
✚
|
CA | 544.6 M |
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 543.5 M |
|
Marion Wealth Management LLC
✚
|
PA | 543.4 M |
|
Palumbo Wealth Management LLC
✚
|
NY | 543.4 M |
|
Prosperity Planning Inc
✚
|
MO | 543.2 M |
|
Headwater Investment Consulting Inc
✚
|
OR | 543.0 M |