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, privately owned registered investment adviser that began SEC registration in 2018. The firm serves individual and family clients as well as institutional accounts and provides financial planning and portfolio management across individuals, small businesses, pooled investment vehicles, and institutional or business clients. Its fees combine a percentage of assets under management with the option for performance-based arrangements. The adviser is not classified as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser.
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 1
Geoffrey 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
$3.6M in ETFs
100%
$3.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI WORLD ETF (URTH) | BlackRock | Passive | Global Large Stock Blend | $1.5M | 7,337 | 41.71% |
Location
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 1000 De La Gauchetiere Street West
- Office locations
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