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| Harbourfront Wealth America Inc
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|
|
|---|---|
| CRD # | 306941 |
| SEC # | 801-118067 |
| CIK # | |
| AUM | $9.2 M (2026-03-18) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 877-588-6822 |
| Address | Royal Centre 1800 1055 West Georgia Street Vancouver, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($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 |
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