|
⚲
|
| Keyboard |
| Harbourfront Wealth America Inc
✚
|
|
|---|---|
| CRD # | 306941 |
| SEC # | 801-118067 |
| CIK # | |
| AUM | 9.2 M (2026-03-18) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-588-6822 |
| Address | Royal Centre 1800 1055 West Georgia Street Vancouver, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.7 |
| (b) Individuals (high net worth individuals) | 7 | 5.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 9.2 |
| By Discretionary | ||
| Discretionary | 18 | 8.3 |
| Non-Discretionary | 6 | 0.9 |
| Total | 24 | 9.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.2 | |
| Total | 24 | 9.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Directional Financial Services LLC
✚
|
WA | 11.5 M |
|
Northfront Financial USA Inc
✚
|
11.3 M | |
|
Advisors Crypto Inc
✚
|
TX | 11.2 M |
|
Skyview Pinnacle Inc
✚
|
10.5 M | |
|
Premium 72 Capital LLC
✚
|
10.0 M | |
|
1787FP Investment Services LLC
✚
|
VA | 9.1 M |
|
Make the Memory Financial Planning LLC
✚
|
8.8 M | |
|
US Cherry LLC
✚
|
FL | 8.3 M |
|
Agustoni Emanuele Guiseppe
✚
|
7.8 M | |
|
Access Softek Advisory Services LLC
✚
|
IL | 7.4 M |