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| Goodreid Investment Counsel Corp
✚
|
|
|---|---|
| CRD # | 146982 |
| SEC # | 801-69192 |
| CIK # | |
| AUM | $334.3 MM (2022-11-29) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 416-364-0890 |
| Address | 87 Front Street East Toronto, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 27.6 |
| (b) Individuals (high net worth individuals) | 188 | 193.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 112.8 |
| (n) Other | 0 | 0.0 |
| Total | 893 | 334.3 |
| By Discretionary | ||
| Discretionary | 893 | 334.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 893 | 334.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 327.9 | |
| United States Persons | 6.4 | |
| Total | 893 | 334.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Breakwater Capital Group
✚
|
NJ | 0.3 |
|
Hudson Value Partners LLC
✚
|
NJ | 0.3 |
|
Searcy Financial Services Inc
✚
|
KS | 0.3 |
|
Georgina Asset Management LLC
✚
|
CA | 0.3 |
|
Shayne & Co LLC
✚
|
TN | 0.3 |
|
Herold Advisors Inc
✚
|
NY | 0.3 |
|
Strongbox Wealth LLC
✚
|
MO | 0.3 |
|
Macdougall Financial Counseling
✚
|
PA | 0.3 |
|
Compass Group Investments Solutions LLC
✚
|
FL | 0.3 |
|
Fiduciary Advisors LLC
✚
|
PA | 0.3 |