Harbourfront Wealth America Inc.
Firm details
- Headquarters
- Vancouver,
- CRD number
- 306941
- Registered since
- February 13, 2020
- Custodians
- MORGAN STANLEY & CO. LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.3%
- Individuals40.7%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Harbourfront Wealth America Inc. is an independent registered investment adviser that became SEC-registered in 2020. The firm is owned by a mix of a foreign entity and an individual and positions itself as a capital allocator serving primarily individual and family clients. Its fee model is a percentage of AUM and its stated advisory activity is portfolio management for individuals and small businesses. Harbourfront does not identify as an active ESG investor and is not characterized as a multistate or pension-consulting adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities17%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vancouver, null
Location
Vancouver, null
Headquartered in Vancouver, null.
- Address
- Royal Ctr 1800 1055 W Georgia St
- Office locations
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