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CANACCORD GENUITY WEALTH MANAGEMENT
CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.
CRD 7449 · SEC 801-106809
1133 MELVILLE STREET, SUITE 1100, VANCOUVER, BC, AK, V6E 4E5, Canada
Phone
604-643-7300
Fax
604-643-7606
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$101.2M
Discretionary AUM
$101.2M
Team
31 total employees; 31 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-12-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $12.3M |
| High net worth individuals | 36 | $87.5M |
| Corporations/business entities | 3 | $1.4M |
States served
AK, CA, CO, IL, MD, NV, NJ, NY, OR, WA, TX, FL
Official SEC filing: View on IAPD