← Back to list

1062611 ONTARIO LIMITED

UUID6a0cbaae-e9cd-5bb1-aa72-03151209e340
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 128166 128166 1.0
sec_file_number 801-62415 801-62415

Profile

Website
HQ City
HQ State
HQ Country
AUM (USD)
AUM As Of
Aliases:
  • GARY KLEIN CONSULTING adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)13,033,985.0
  • RAUM (discretionary)12,222,718.0
  • Actionable assets6,128,817.0
  • Accounts38.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM6,128,817.0

As of 2024-09-11 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.