Investment adviser · CRD 132400
KINGWEST ADVISORS INC.
Investment adviser filing (IA)
TORONTO, ONTARIO, Canada · Form ADV filed May 23, 2018
- Regulatory AUM
- $6.21M Form ADV · Item 5.F
- Client accounts
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $6,213,851 | 100.0% |
Filing source
Form ADV 1218668 · May 23, 2018 · 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: May 23, 2018. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
86 AVENUE ROADTORONTO, ONTARIO, M5R 2H2, Canada
CRD 132400
Filing source
Form ADV 1218668 · May 23, 2018 · 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.