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 SEC‑registered, independent registered investment adviser that has been operating since 2005. The firm serves both high‑net‑worth individuals and institutional clients, charging advisory fees based on a percentage of assets under management. Its advisory services span financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutional or corporate clients. The firm identifies as an active ESG investor and appears to integrate environmental, social, or governance considerations into its approach. It is organized as a corporation with ownership described as a combination of foreign entity and individual ownership.
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
$11.9M in ETFs
100%
$11.9M
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 | $4.9M | 30,825 | 40.84% |
Location
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 1800 Mcgill College Avenue
- Office locations
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