Gold Investment Management Ltd.

RIASEC RegisteredEst. 2011

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 an independent registered investment adviser that has been SEC-registered since 2011. The firm is organized as a corporation with ownership described as a combination of a foreign entity and an individual. It serves both individual and family clients as well as institutional clients, providing portfolio management services for individuals/small businesses and for businesses or institutions. Fees are charged as a percentage of assets under management. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.