Gold Investment Management Ltd.

RIASEC Registered

Total AUM

$526M

Discretionary

$526M

100% of AUM

Avg account

$182K

Accounts

2,890

Employees

Advisory reps

Firm details

Headquarters: Edmonton,
CRD number: 152056
Registered since: October 21, 2011
Website: gold-im.com
Custodians: AVISO FINANCIAL INC., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM
Client types: Individuals41.15%
Pension & Profit Sharing Plans20.89%
HNWI20.61%
Charitable Organizations13.53%
Corporations / Businesses3.82%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gold Investment Management Ltd. is a corporation operating as an independent registered investment adviser. The firm is registered with the SEC (registered in 2011). Ownership is reported as a combination of a foreign entity and an individual. Gold Investment Management works primarily on a percentage-of-AUM fee model and serves both individuals/families and institutional clients. Its advisory practice focuses on portfolio management for individuals and small businesses as well as for business and institutional accounts. The firm does not present itself as a dedicated capital allocator and is not flagged as an active ESG investor, a multi-state adviser, or a pension consultant. Its core activity is discretionary portfolio management rather than running collective investment vehicles.