Investment adviser · CRD 332368
ARCHER PORTFOLIO MANAGEMENT INC.
Investment adviser filing (IA)
MONTREAL, QUEBEC, Canada · Form ADV filed Jul 24, 2025
- Regulatory AUM
- $218M Form ADV · Item 5.F
- Client accounts
- 2,038 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 970 | $134,824,000 | 61.9% |
| Corporations & businesses | 98 | $53,322,000 | 24.5% |
| High-net-worth individuals | 15 | $29,818,000 | 13.7% |
Filing source
Form ADV 2000599 · Jul 24, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 24, 2025. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
1155 RENE-LEVESQUE BLVD W, SUITE 2500MONTREAL, QUEBEC, H3B 2K4, Canada
CRD 332368
Filing source
Form ADV 2000599 · Jul 24, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.