Harbourfront Wealth America Inc.
Firm details
- Headquarters
- Vancouver,
- CRD number
- 306941
- Registered since
- February 13, 2020
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.3%
- Individuals40.7%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Harbourfront Wealth America Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2020. Ownership is listed as a combination of a foreign entity and an individual. The firm markets itself to individual and family clients and provides portfolio management services for individuals and small businesses. Fees are charged as a percentage of assets under management. Harbourfront does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm is identified as a capital allocator, implying it sources and places client capital with external managers when appropriate.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities17%
- Cash & Cash Equivalents8%
Owners & executives
2 of 2Zoheb Somani
Chief Financial OfficerCRD 8057066
Calder Ellis
Chief Compliance OfficerCRD 7538446
Contacts
1 of 1Kim Thompson
PresidentCRD 8057933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vancouver, null
Location
Vancouver, null
Headquartered in Vancouver, null.
- Address
- Royal Ctr 1800 1055 W Georgia St
- Office locations