CRD: 333217

Highgate Group USA Inc.

Montreal, Quebec, H3B 2

(514) 789-7140

$17.0M Total AUM

$17.0M Disc. AUM

-- 3Y CAGR

5 Employees

20 ADV. Clients

1 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian: Interactive Brokers · RBC · Royal Bank
Clients: Retail
Platforms: --
Established Date: 08-01-2024
Office Locations: 1

Office Locations

1 Place Ville Marie Suite 1950 Montreal, Quebec --

About Highgate Group USA Inc.

Highgate Group USA Inc. is a Montreal, Quebec-based RIA. The firm has been operating for 1 years. Managing $17.0M in total assets under management, with 5 advisory representatives. They custody assets with Interactive Brokers and RBC.

Team overview

-- AVG AGE

$3.4M AVG AUM / ADVISOR

$848.9K AVG AUM / CLIENT

2 yrs AVG TENURE

5 Employees

5 Advisory Reps

0 RIA Reps

1yrs Firm Age

Insights

Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

MARCO ZAINO

Chief Executive Officer

CRD: --
Ownership: 10% but less than 25%

Available

DOUGLAS JAMES GLOVER

Chief Financial Officer

CRD: --
Ownership: Less than 5%

Available

Showing 2 of 3 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 3 contacts

Unlock all

Assets Under Management

Total AUM

Discretionary

Non-Discretionary

06-23-2026

Category	Assets	AVG. Account size
Discretionary	$16,978,584	$808,504
Non-Discretionary	$0	--
Total	$16,978,584	$808,504

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: Available

Unlock all

Equity - Exchange:

Available

Public Funds:

Available

Asset class	Assets	Assets %
Equity - Exchange	Available	Available
Public Funds	Available	Available
Total	Available	Available

Continue browsing

Browse the A–Z firm directory

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform

Highgate Group USA Inc.

Firm Details

Office Locations

About Highgate Group USA Inc.

Team overview

Insights

Asset Classes

Client Personas

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

Want deeper insight into 45,000+ RIAs?

Separately Managed Accounts

Other advisor firm profiles

Start a free trial and prospect smarter

Want deeper insight
into 45,000+ RIAs?

Start a free trial and
prospect smarter