|
⚲
|
| Turn8 Private Wealth Inc
✚
|
|
|---|---|
| CRD # | 167608 |
| SEC # | 801-78315 |
| CIK # | |
| AUM | $259.7 MM (2024-08-25) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 514-600-1466 |
| Address | 277 Lakeshore Rd Pointe Claire, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 12.0 |
| (b) Individuals (high net worth individuals) | 96 | 39.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 208.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,143 | 259.7 |
| By Discretionary | ||
| Discretionary | 1,143 | 259.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,143 | 259.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 235.8 | |
| United States Persons | 23.9 | |
| Total | 1,143 | 259.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Consilium Wealth Advisory LLC
✚
|
TX | 0.3 |
|
Raleigh Capital Management Inc
✚
|
NC | 0.3 |
|
Fireside Capital Advisors Inc
✚
|
TX | 0.3 |
|
Seros Financial LLC
✚
|
AZ | 0.3 |
|
Summit Group Retirement Planners Inc
✚
|
PA | 0.3 |
|
Christy Capital Management Inc
✚
|
GA | 0.3 |
|
BETO Financial Group LLC
✚
|
ID | 0.3 |
|
Diversified Financial Management Associates Inc
✚
|
MA | 0.3 |
|
Heritage Wealth Architects Inc
✚
|
MN | 0.3 |
|
Auxin Group Wealth Management LLC
✚
|
OH | 0.3 |