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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lorne Steinberg Wealth Management Inc
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|---|---|
| CRD # | 290262 |
| SEC # | 801-113179 |
| CIK # | 0001851362 |
| AUM | $654.1 M (2025-03-19) |
| Employees | 16 (75% Investors, 0% Brokers) |
| Phone | 514-876-9888 |
| Address | 1000 de La Gauchetiere Street West Montreal Quebec, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Royal Bank of Canada | 16.1 | ||
| Microsoft Corp | 14.2 | ||
| Canadian Imperial Bank of Commerce /Can/ | 13.0 | ||
| J P Morgan Chase & Co | 11.2 | ||
| Toronto Dominion Bank | 11.0 | ||
| Alphabet Inc | 10.7 | ||
| American Express Co | 10.5 | ||
| Allstate Corp | 10.4 | ||
| Bank of Montreal /Can/ | 10.2 | ||
| Facebook Inc | 10.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 744 | 49.7 |
| (b) Individuals (high net worth individuals) | 246 | 290.6 |
| (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 | 311.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.4 |
| (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 | 2,229 | 654.1 |
| By Discretionary | ||
| Discretionary | 2,229 | 654.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,229 | 654.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 614.0 | |
| United States Persons | 40.1 | |
| Total | 2,229 | 654.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001851362] |
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MA | 0.7 |
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CA | 0.7 |
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Wealthcare Investment Partners LLC
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Strong Tower Advisory Services LLC
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MN | 0.7 |
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Campbell Deegan Wealth Management LLC
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VA | 0.7 |
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Fonville Wealth Management LLC
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VA | 0.7 |
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Global Financial Group Advisors LLC
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MI | 0.7 |
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Argent Retirement Plan Advisors LLC
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LA | 0.7 |
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Cedrus Holding Co LLC
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CO | 0.7 |