Gluskin Sheff + Associates Inc.

Gluskin Sheff + Associates Inc. (CRD# 144928) is a financial advisory firm headquartered in Toronto On, . They manage $7,408,862,000 in 3,899 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,409
    MILLION
  • Total Number of Accounts
    3,899
    ACCOUNTS
  • Average Account Value
    $1,900,195
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA

Financial Advisors at Gluskin Sheff + Associates Inc.
No Advisor Found.
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