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CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.

Advisory

N·VANCOUVER, BC

Data as of Sep 30, 2024 · Source: SEC Form ADV

Total AUM
$135M
1-Year AUM Growth
+72.9%
3-Year CAGR
+40.1%
Employees
32
Assets Under Management
Total AUM$135M
Discretionary AUM$135M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients69
Team
Total Employees32
Investment Advisers32
Employee Growth (1Y)-12.5%
Filing History
Total Filings on Record27
First FilingOct 13, 2015
Latest FilingSep 30, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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