Adviser Profile
| As of Date | 09/24/2026 |
| Registration | SEC, Approved, 05/19/2021 |
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| Former registrations | |
| ADV Location | NORTH VANCOUVER, BRITISH COLUMBIA, Canada |
| Contact Info | 778 xxxxxxx |
| Websites |
| AUM* | 127,534,000 -23% |
| of that, discretionary | 127,534,000 -23% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 15,941,750 -4% |
| % High Net Worth | 37.50% 200% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- Outside the United States
- Outside the United States
Client Types
- High net worth individuals
- Pooled investment vehicles
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
382M
328M
273M
218M
164M
109M
55M
2021
2022
2023
2024
2025
Private Funds
No private funds