RIA Intel›Advisers›PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT LTD

PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT LTD

Advisory

VANCOUVER, BC

Data as of Jul 28, 2010 · Source: SEC Form ADV

Total AUM

$54.8B

1-Year AUM Growth

+24.3%

3-Year CAGR

+3.0%

Employees

0

Assets Under Management

Total AUM$54.8B

Discretionary AUM$54.5B

Non-Discretionary AUM$265M

Discretionary %99.5%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingApr 4, 2001

Latest FilingJul 28, 2010

🔒 Full AUM trend chart and 31 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.