S
CRD: 329971
Sartorial Wealth Inc.
Mississauga, Ontario, L5R 4
(647) 368-6816
$130.4M Total AUM
$130.4M Disc. AUM
-- 3Y CAGR
8 Employees
299 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers · Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2022
- Office Locations
- 1
Office Locations
5-600 Matheson Blvd W Mississauga, Ontario --
About Sartorial Wealth Inc.
Sartorial Wealth Inc. is a Mississauga, Ontario-based RIA. The firm has been operating for 3 years. Managing $130.4M in total assets under management, with 3 advisory representatives. They custody assets with Interactive Brokers and Raymond James.
Team overview
-- AVG AGE
$43.5M AVG AUM / ADVISOR
$436.2K AVG AUM / CLIENT
2.3 yrs AVG TENURE
8 Employees
3 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Owner & Executives
Syed Shiraz Ahmed
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #6801190
- Ownership
- 75% or more
Available
Available
Available
K
Kamran Khan
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,411,192 | $436,158 |
| Non-Discretionary | $0 | -- |
| Total | $130,411,192 | $436,158 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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