Claret Asset Management Corp

Claret Asset Management Corp (CRD# 110453) is a financial advisory firm headquartered in Montreal Quebec, . They manage $1,790,157,123 in 4,014 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
900 De Maisonneuve Ouest, Suite 1900, Montreal Quebec, H3A 0
http://www.claret.ca
By the Numbers
  • Total Assets Under Management
    1,790
    MILLION
  • Total Number of Accounts
    4,014
    ACCOUNTS
  • Average Account Value
    $445,978
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, NY

Financial Advisors at Claret Asset Management Corp
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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