Trapeze Asset Management Inc.

Trapeze Asset Management Inc. (CRD# 117842) is a financial advisory firm headquartered in Toronto, Ontario, . They manage $77,243,322 in 876 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    876
    ACCOUNTS
  • Average Account Value
    $88,177
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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, FL, NY, TX

Financial Advisors at Trapeze Asset Management Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.