← Back to searchVisit website
LORNE STEINBERG WEALTH MANAGEMENT INC.
CRD 290262 · SEC 801-113179
1000 DE LA GAUCHETIERE ST W, SUITE 3310, MONTREAL, QUEBEC, CA, H3B 4W5, Canada
Phone
514-876-9888
Fax
514-876-9888
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$814.4M
Discretionary AUM
$814.4M
Team
16 total employees; 11 advisory reps
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 740 | $37.3M |
| High net worth individuals | 304 | $400.5M |
| Pooled investment vehicles | 3 | $376.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD