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Archer Portfolio Management Inc.

CRD 332368SEC# 801-131125Montreal, Quebec
Export (members)
No longer SEC-registered. Archer Portfolio Management Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$218M
Employees
3
Accounts
2,038
Location
Montreal, Quebec

Archer Portfolio Management Inc. assets under management

Archer Portfolio Management Inc. is an SEC-registered investment adviser based in Montreal, Quebec. It reports $218 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Archer Portfolio Management Inc. owners & executives

4 reported
NameTitleOwnershipSince
Archer Private Wealth ControlHolding Company50-75%2018
Richard Morin ControlCeo And Chief Compliance Officer25-50%2016
Christian Nmn Boucher ControlDirector25-50%2018
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Frequently asked questions

How much does Archer Portfolio Management Inc. manage?

Archer Portfolio Management Inc. reports $218 million in regulatory assets under management on its Form ADV.

How many employees does Archer Portfolio Management Inc. have?

Archer Portfolio Management Inc. reports 3 employees.

Where is Archer Portfolio Management Inc. located?

Archer Portfolio Management Inc. is based in Montreal, Quebec.

Does Archer Portfolio Management Inc. disclose fund performance?

Archer Portfolio Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1155 Rene-Levesque Blvd W, Suite 2500, Montreal, Quebec H3B 2K4
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$218M
Non-discretionary$0
Total (RAUM)$218M