Letko, Brosseau & Associates Inc.
Firm details
- Headquarters
- Montreal,
- CRD number
- 133221
- Registered since
- June 10, 2005
- Website
- www.lba.ca
- Custodians
- RBC CAPITAL MARKETS, LLC, CIBC WORLD MARKETS CORP.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans31.66%
- Pooled Investment Vehicles26.38%
- Corporations / Businesses18.28%
- HNWI10.91%
- Charitable Organizations9.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Letko, Brosseau & Associates Inc. is an independent, SEC-registered advisory corporation that provides fee-based wealth management and portfolio services to both individual/family clients and institutional investors. Registered in 2005, the firm operates on a percentage-of-AUM fee model and reports a mix of advisory activities that include financial planning and portfolio management for individuals, pooled vehicles and institutional/business clients. The firm reports being an active ESG investor, and it identifies as an independent registered investment adviser rather than as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities57%
- Private Funds31%
- Sovereign Bonds6%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Isabelle Godin
Vice President, CFOCRD 6890684
Contacts
3 of 10Jean Gattuso
DirectorCRD 7846059
Nathalie Baroux-Francisci
DirectorCRD 7846069
Robert Marien
DirectorCRD 6840615
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$9.5M in ETFs
100%
$9.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI) | State Street | Passive | Health | $4.2M | 32,825 | 44.33% |
Location
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 1800 Mcgill College Avenue
- Office locations
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