Marnoa Private Wealth Counsel Ltd.

RIASEC Registered
Total AUM
$230M
Discretionary
$230M
100% of AUM
Avg account
$4M
Accounts
58
Employees
4
Advisory reps
3

Firm details

Headquarters
Waterlooontario,
CRD number
332639
Registered since
October 17, 2024
Website
marnoa.ca
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI52.53%
  • Individuals42.81%
  • Corporations / Businesses4.66%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Marnoa Private Wealth Counsel Ltd. is an independent, corporate-structured registered investment adviser that began SEC registration in 2024. The firm is owner-operated and focuses on fee-based portfolio management, charging a percentage of assets under management. Its client mix includes individual and family clients as well as institutional relationships, and its advisory work is centered on portfolio management for individuals and small businesses. Marnoa does not identify as an active ESG investor, does not describe itself as a multi-state adviser, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Investment Grade Corp Bonds 40%, Cash & Cash Equivalents 10%50%
  • Exchange Traded Equities50%
  • Investment Grade Corp Bonds40%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Nadeem Kassam

    Nadeem Kassam

    Chief Investment StrategistCRD 8058403

Contacts

2 of 2
  • Pedro Ribeiro

    Pedro Ribeiro

    Founder and Portfolio ManagerCRD 6500307

  • Christopher De Sousa

    Christopher De Sousa

    Portfolio ManagerCRD 8058398

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Waterlooontario, null

Location

Waterlooontario, null

Headquartered in Waterlooontario, null.

Address
20 Erb St W
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth