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| Happy Holidays!! thanks for using AUM13F!! |
| Goodreid Investment Counsel Corp
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| CRD # | 146982 |
| SEC # | 801-69192 |
| CIK # | |
| AUM | $458.4 M (2024-11-25) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 416-364-0890 |
| Address | 179 John Street Toronto, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 42.0 |
| (b) Individuals (high net worth individuals) | 225 | 295.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 120.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,210 | 458.4 |
| By Discretionary | ||
| Discretionary | 1,210 | 458.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,210 | 458.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 451.2 | |
| United States Persons | 7.3 | |
| Total | 1,210 | 458.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lowe Wealth Advisors LLC
✚
|
MD | 0.5 |
|
FSA Wealth Management LLC
✚
|
MA | 0.5 |
|
Oldfather Financial Services LLC
✚
|
NE | 0.5 |
|
Summa Corp
✚
|
TX | 0.5 |
|
Consilio Wealth Advisors LLC
✚
|
WA | 0.5 |
|
FCG Investment Company
✚
|
TN | 0.5 |
|
Warren Street Wealth Advisors LLC
✚
|
CA | 0.5 |
|
Peirce Capital Management LLC
✚
|
TX | 0.5 |
|
Strongbox Wealth LLC
✚
|
MO | 0.5 |
|
The Oak Ridge Financial Services Group Inc
✚
|
MN | 0.5 |