CIBC Asset Management Inc.

RIASEC Registered

Total AUM

$163B

Discretionary

$160B

98% of AUM

Avg account

$7.5M

Accounts

21,743

Employees

478

Advisory reps

Firm details

Headquarters: Toronto On,
CRD number: 106508
Registered since: January 2, 1974
Website: www.cibc.com
Custodians: CIBC WORLD MARKETS CORP., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies57.51%
Other Investment Advisers21.14%
Pension & Profit Sharing Plans8.22%
Charitable Organizations5.75%
HNWI2.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

CIBC Asset Management Inc. is a corporation that has been SEC-registered since 1974 and operates as part of a foreign/individual ownership structure. The firm serves both individual/family and institutional clients and provides a mix of percentage-of-AUM and performance-based fee arrangements. Its advisory scope includes financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and the selection of other advisers. The firm is also identified as an active ESG investor and engages in commodity pool operator/commodity trading adviser activities. Beyond its adviser role, CIBC Asset Management maintains multiple industry connections: it is affiliated with broker-dealer activity, other investment advisers, a registered security-based swap dealer, futures commission merchant operations, banking or thrift institutions, trust and insurance companies, and it acts as sponsor or managing member for pooled investment vehicles and limited partnerships.