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| Harbourfront Wealth America Inc
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| |
|---|---|
| CRD # | 306941 |
| SEC # | 801-118067 |
| CIK # | |
| AUM | $12.1 MM (2024-03-08) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 877-588-6822 |
| Address | Royal Centre 1800 1055 West Georgia Street Vancouver, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.0 |
| (b) Individuals (high net worth individuals) | 4 | 11.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 12.1 |
| By Discretionary | ||
| Discretionary | 10 | 11.2 |
| Non-Discretionary | 4 | 0.9 |
| Total | 14 | 12.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.1 | |
| Total | 14 | 12.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Caterer Goodman Partners Ltd
✚
|
0.0 | |
|
Signature Intelligent Portfolios LLC
✚
|
CA | 0.0 |
|
DAC Davis Investment Counsel Inc
✚
|
0.0 | |
|
Yorkville Capital Management LLC
✚
|
NY | 0.0 |
|
Brightstone Capital Management LLC
✚
|
0.0 | |
|
Decisional Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Nexus Capital LLC
✚
|
NY | 0.0 |
|
Nabers Wealth LLC
✚
|
AZ | 0.0 |
|
Zsenia Investments Inc
✚
|
NY | 0.0 |
|
Premium 72 Capital LLC
✚
|
TX | 0.0 |