PPrivate Fund Data Log in Join · $37/mo

Lorne Steinberg Wealth Management Inc.

● SEC registered since 2018CRD 290262SEC# 801-113179Montreal, Quebec
Export (members)
Reg. AUM
$654.1M
Employees
16
Accounts
2,229
Location
Montreal, Quebec

Lorne Steinberg Wealth Management Inc. assets under management

Lorne Steinberg Wealth Management Inc. operates as an SEC-registered investment adviser based in Montreal, Quebec. The firm has been registered since 2018. It reports $654.1 million in regulatory assets under management and employs 16 people.
www.twitter.com/steinbergwealthView on SEC.gov ↗

Lorne Steinberg Wealth Management Inc. owners & executives

3 reported
NameTitleOwnershipSince
Geoffrey Smith ControlChief Compliance OfficerUnder 5%2010
Liam Alexander Card ControlPresident10-25%2025
Lorne Steinberg ControlPresidentOver 75%2009

Frequently asked questions

How much does Lorne Steinberg Wealth Management Inc. manage?

Lorne Steinberg Wealth Management Inc. reports $654.1 million in regulatory assets under management on its Form ADV.

How many employees does Lorne Steinberg Wealth Management Inc. have?

Lorne Steinberg Wealth Management Inc. reports 16 employees.

Where is Lorne Steinberg Wealth Management Inc. located?

Lorne Steinberg Wealth Management Inc. is based in Montreal, Quebec and has been SEC-registered since 2018.

Does Lorne Steinberg Wealth Management Inc. disclose fund performance?

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

Contact & registration

Address1000 de la Gauchetiere Street West, Suite 3310, Montreal, Quebec H3B 4W5
Phone514-876-9888
Fax514-876-9888
Office hours9:00 a.m. - 5:00 p.m.
SEC regionHQ
CIK1851362
Discloses disciplinary historyNo

Assets under management

Discretionary$654.1M
Non-discretionary$0
Total (RAUM)$654.1M