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| Rae & Lipskie Investment Counsel Inc
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|---|---|
| CRD # | 327652 |
| SEC # | 801-128947 |
| CIK # | |
| AUM | $899.1 MM (2024-03-29) |
| Employees | 25 (44% Investors, 0% Brokers) |
| Phone | 519-578-6849 |
| Address | 20 Erb Street West Waterloo, Canada |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 663 | 557.7 |
| (b) Individuals (high net worth individuals) | 319 | 268.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 23.6 |
| (h) Charitable organizations | 8 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,323 | 856.3 |
| By Discretionary | ||
| Discretionary | 2,323 | 856.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,323 | 856.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 845.7 | |
| United States Persons | 10.6 | |
| Total | 2,323 | 856.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Berkshire Money Management Inc
✚
|
MA | 0.9 |
|
JFG Wealth Management LLC
✚
|
CO | 0.9 |
|
Versant Capital Management Inc
✚
|
AZ | 0.9 |
|
Private Portfolio Partners LLC
✚
|
NJ | 0.9 |
|
Oak Ridge Investments LLC
✚
|
IL | 0.9 |
|
Headinvest LLC
✚
|
ME | 0.9 |
|
Hemington Wealth Management LLC
✚
|
VA | 0.9 |
|
van Cleef Asset Management Inc
✚
|
OH | 0.9 |
|
Haven Global Partners LLC
✚
|
GA | 0.9 |
|
Adams Asset Advisors LLC
✚
|
TX | 0.9 |