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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2022
- Office Locations
- 1
Office Locations
About Prime Quadrant
Prime Quadrant is a Toronto-based advisor and consulting firm serving ultra-affluent families and family offices. It emphasizes education-driven stewardship, integrated planning, and portfolio construction to access institutional-quality opportunities across public and private markets (including ETFs and alternatives). Its Assets Under Consultation approach supports advice across clients’ full balance sheets, regardless of where assets are held, with an independence and alignment focus.
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Owner & Executives
ANDREW MICHAEL DOMAN
Chief Financial Officer, Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
JAQUES CLARIOND GAUNA
--
- CRD
- #5027675
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $849,302,427 | $44,700,128 |
| Total | $849,302,427 | $44,700,128 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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