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| Lorne Steinberg Wealth Management Inc
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|---|---|
| CRD # | 290262 |
| SEC # | 801-113179 |
| CIK # | 0001851362 |
| AUM | 814.4 M (2026-03-27) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 514-876-9888 |
| Address | 1000 de La Gauchetiere St W Montreal Quebec, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Royal Bank of Canada | 21.1 | ||
| Alphabet Inc | 17.6 | ||
| Toronto Dominion Bank | 14.8 | ||
| Canadian Imperial Bank of Commerce /Can/ | 13.6 | ||
| Bank of Montreal /Can/ | 13.6 | ||
| Microsoft Corp | 12.9 | ||
| Transcanada Corp | 12.7 | ||
| Canadian National Railway Co | 11.7 | ||
| J P Morgan Chase & Co | 11.4 | ||
| Canadian Pacific Railway Ltd/Cn | 11.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 740 | 37.3 |
| (b) Individuals (high net worth individuals) | 304 | 400.5 |
| (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 | 3 | 376.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 2,586 | 814.4 |
| By Discretionary | ||
| Discretionary | 2,586 | 814.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,586 | 814.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 772.7 | |
| United States Persons | 41.7 | |
| Total | 2,586 | 814.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001851362] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| LEI | 549300N1S4S2I6HZOS23 |
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