|
⚲
|
| Mount Murray Investment Inc
✚
| |
|---|---|
| CRD # | 322643 |
| SEC # | 801-127111 |
| CIK # | |
| AUM | $45.8 MM (2024-07-23) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 514-922-1511 |
| Address | 2170 Renelevesque Blvd W Montreal Quebec, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 34.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 9 | 10.9 |
| Total | 10 | 45.8 |
| By Discretionary | ||
| Discretionary | 10 | 45.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 45.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 26.2 | |
| United States Persons | 19.6 | |
| Total | 10 | 45.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Solid Point Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Brown Financial Management Group LLC
✚
|
NY | 0.0 |
|
Munakata Associates LLC
✚
|
NY | 0.0 |
|
Hudson View Advisors LLC
✚
|
NY | 0.0 |
|
NorthStar Financial Advisors LLC
✚
|
NY | 0.0 |
|
Ancora West Advisors LLC
✚
|
NV | 0.0 |
|
API Financial Advisors LLC
✚
|
FL | 0.0 |
|
Target Rock Wealth Management LLC
✚
|
NY | 0.0 |
|
Kane Financial LLC
✚
|
NY | 0.0 |
|
Wealthpro LLC
✚
|
NY | 0.0 |