|
⚲
|
| Heward Investment Management Inc
✚
|
|
|---|---|
| CRD # | 330682 |
| SEC # | 801-130773 |
| CIK # | |
| AUM | $445.5 MM (2024-06-26) |
| Employees | 17 (35% Investors, 0% Brokers) |
| Phone | 514-985-5757 |
| Address | 2115 Rue de La Montagne Montreal Quebec, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 41.8 |
| (b) Individuals (high net worth individuals) | 41 | 129.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 266.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 8.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 288 | 445.5 |
| By Discretionary | ||
| Discretionary | 288 | 445.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 288 | 445.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 414.3 | |
| United States Persons | 31.2 | |
| Total | 288 | 445.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hill Island Financial LLC
✚
|
MI | 0.4 |
|
Strategas Asset Management LLC
✚
|
NY | 0.4 |
|
Aljian Capital Management LLC
✚
|
NV | 0.4 |
|
Dorian Eason Asset Management LLC
✚
|
TN | 0.4 |
|
Affiliated Private Investors LLC
✚
|
FL | 0.4 |
|
RDL Financial Inc
✚
|
VA | 0.4 |
|
CornerStone Wealth Advisors Inc
✚
|
MN | 0.4 |
|
Osterweis Capital Management Inc
✚
|
CA | 0.4 |
|
Altus Wealth Group LLC
✚
|
CO | 0.4 |
|
Affinity Investment Group LLC
✚
|
NH | 0.4 |