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K.J. Harrison & Partners (Usa) Inc.
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Toronto, Canada
$11.6 million AUM
1 office

K.J. Harrison & Partners (Usa) Inc. is based in Toronto, Canada and has $11.6 million in assets under management.

Location
60 Bedford Road
Toronto, Canada M5R 2K2
Contact
$11.6 million
AUM
8
Employees
AUM Share
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$11,618,500
Assets under management
7 clients
Number of clients
Average investment size is $1,659,786
33% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 5 $10,097,200 87% $2,019,440
Pension and profit sharing plans 1 $1,521,300 13% $1,521,300
Employees Share
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8
Employees
2
Investment analysts
25% of total employees
AUM per employee Share
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$11,618,500
Assets under management
$1,452,312
AUM per employee
$5,809,250
AUM per investment analyst
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Compensation

K.J. Harrison & Partners (Usa) Inc. makes money through the following ways:

  • Percentage of AUM
Services offered

K.J. Harrison & Partners (Usa) Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 282,353
SEC number 801-107467
Legal structure Corporation
Legal governance Canada
Latest ADV filing date February 27, 2020

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