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Canaccord Genuity Wealth Management (USA) Inc.

● SEC registered since 2015CRD 7449SEC# 801-106809Vancouver, Bc
Export (members)
Reg. AUM
$101.2M
Employees
31
Accounts
94
Location
Vancouver, Bc

Canaccord Genuity Wealth Management (USA) Inc. assets under management

Canaccord Genuity Wealth Management (USA) Inc. is an investment advisory firm registered with the SEC based in Vancouver, Bc. The firm has been registered since 2015. It reports $101.2 million in regulatory assets under management and employs 31 people.

Canaccord Genuity Wealth Management (USA) Inc. owners & executives

6 reported
NameTitleOwnershipSince
Canaccord Adams Financial Group Inc. ControlEquity OwnerOver 75%1999
Donald Duncan MacFayden ControlOperations PrincipalUnder 5%2021
Donald Duncan MacFayden ControlCfo, Financial PrincipalUnder 5%2008
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Frequently asked questions

How much does Canaccord Genuity Wealth Management (USA) Inc. manage?

Canaccord Genuity Wealth Management (USA) Inc. reports $101.2 million in regulatory assets under management on its Form ADV.

How many employees does Canaccord Genuity Wealth Management (USA) Inc. have?

Canaccord Genuity Wealth Management (USA) Inc. reports 31 employees.

Where is Canaccord Genuity Wealth Management (USA) Inc. located?

Canaccord Genuity Wealth Management (USA) Inc. is based in Vancouver, Bc and has been SEC-registered since 2015.

Does Canaccord Genuity Wealth Management (USA) Inc. disclose fund performance?

Canaccord Genuity Wealth Management (USA) Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1133 Melville Street, Suite 1100, Vancouver, Bc V6E 4E5
Phone604-643-7300
Fax604-643-7606
Office hours7:00 a.m. - 3:00 p.m.
SEC regionHQ
CIK205307
Discloses disciplinary historyYes

Assets under management

Discretionary$101.2M
Non-discretionary$0
Total (RAUM)$101.2M