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Northfront Financial USA Inc
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CRD # | 301105 |
SEC # | 801-116834 |
CIK # | |
AUM | $7.0 MM (2024-06-13) |
Employees | 4 (25% Investors, 0% Brokers) |
Phone | 403-571-8960 |
Address | 330, 23 Sunpark Drive SE Calgary Alberta, Canada |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 22 | 7.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 22 | 7.0 |
By Discretionary | ||
Discretionary | 9 | 2.8 |
Non-Discretionary | 13 | 4.3 |
Total | 22 | 7.0 |
By Non-United States Persons | ||
Non-United States Persons | 4.7 | |
United States Persons | 2.3 | |
Total | 22 | 7.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Port Capital Management LLC
✚
|
NY | 0.0 |
Parco Wealth Management LLC
✚
|
DC | 0.0 |
Agustoni Emanuele Guiseppe
✚
|
0.0 | |
Smartadvisor LLC
✚
|
CA | 0.0 |
Overseas Capital Management LLC
✚
|
0.0 | |
Quantbase LLC
✚
|
NY | 0.0 |
Avenue Global Advisors LLC
✚
|
FL | 0.0 |
Beanstox Inc
✚
|
0.0 | |
Fanclub Sports Management LLC
✚
|
0.0 | |
Candor Financial LLC
✚
|
CA | 0.0 |