LORNE STEINBERG WEALTH MANAGEMENT INC.
Firm details
- Headquarters
- MONTREAL,
- CRD number
- 290262
- Registered since
- May 7, 2018
- Website
- steinbergwealth.com
- Custodians
- INDEPENDENT BANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI49.18%
- Pooled Investment Vehicles46.17%
- Individuals4.58%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lorne Steinberg Wealth Management Inc. is an independent registered investment adviser that provides wealth-management and portfolio services to individuals, families and institutional clients. The firm’s advisory mandate spans financial planning and discretionary portfolio management for individuals and small businesses, as well as management of pooled investment vehicles and portfolios for businesses or institutions. Its fee model combines a percentage-of-AUM charge with the ability to earn performance-based fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
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
- Private Funds48%
- Exchange Traded Equities36%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents6%
- Sovereign Bonds2%
Owners & executives
1 of 1Geoffrey Smith
Chief Compliance Officer & Portfolio ManagerCRD 6865874
Contacts
2 of 2liam card
Co-PresidentCRD 8061215
LORNE STEINBERG
President and Portfolio ManagerCRD 5517737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$6.2M in ETFs
100%
$6.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG) | BlackRock | Passive | High Yield Bond | $2M | 25,080 | 32.06% |
Location
MONTREAL, null
Location
MONTREAL, null
Headquartered in MONTREAL, null.
- Address
- 1000 DE LA GAUCHETIERE STREET WEST
- Office locations
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