Investment adviser · CRD 312820
PORTFOLIO STEWARDS INC.
Investment adviser filing (IA)
TORONTO, ONTARIO, Canada · Form ADV filed Sep 8, 2023
- Regulatory AUM
- $157M Form ADV · Item 5.F
- Client accounts
- 629 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 9 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 | 564 | $81,800,508 | 52.0% |
| High-net-worth individuals | 33 | $62,800,298 | 39.9% |
| Corporations & businesses | 32 | $12,644,410 | 8.0% |
Filing source
Form ADV 1786368 · Sep 8, 2023 · 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: Sep 8, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
10 FOUR SEASONS PLACE, SUITE 401TORONTO, ONTARIO, M9B 6H7, Canada
CRD 312820
Filing source
Form ADV 1786368 · Sep 8, 2023 · 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.