⚲
|
Laurus Investment Counsel Inc
✚
|
|
---|---|
CRD # | 317604 |
SEC # | 801-122919 |
CIK # | 0001869316 |
AUM | $419.6 MM (2023-03-30) |
Employees | 11 (64% Investors, 0% Brokers) |
Phone | 844-430-5501 |
Address | 161 Bay Street, Ste 3950 Toronto, Canada |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
CIK | Period |
---|---|
0001869316 | |
/ |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 13 | 28.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 10 | 601.5 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 5.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 8 | 36.2 |
(n) Other | 0 | 0.0 |
Total | 31 | 670.8 |
By Discretionary | ||
Discretionary | 29 | 618.4 |
Non-Discretionary | 2 | 52.4 |
Total | 31 | 670.8 |
By Non-United States Persons | ||
Non-United States Persons | 670.8 | |
United States Persons | 0.0 | |
Total | 31 | 670.8 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001869316] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Mattern Wealth Management LLC
✚
|
KS | 0.4 |
IWP Wealth PCA LLC
✚
|
CO | 0.4 |
RPG Family Wealth Advisory LLC
✚
|
MA | 0.4 |
ARQ Wealth Advisors LLC
✚
|
AZ | 0.4 |
Excel Wealth Management LLC
✚
|
CT | 0.4 |
New Harbor Financial Group LLC
✚
|
MA | 0.4 |
Wambolt & Associates LLC
✚
|
CO | 0.4 |
Global Financial Private Client LLC
✚
|
FL | 0.4 |
Kendall Capital Management
✚
|
MD | 0.4 |
Castle Rock Wealth Management LLC
✚
|
CA | 0.4 |