Td Asset Management Usa Inc. is a large advisory firm based in Toronto, Ontario. It manages $16.35 billion of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Florida, and 7 other states.
Td Asset Management U provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Td Asset Management Usa Inc. is $16.35 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Td Asset Management Usa Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Dennis Bell has been acting as President since 1 Dec 2006. Debra Marie Foubert joined the executive team most recently as the Chief Compliance Officer.
The principal office where Td Asset Management Usa Inc. performs its advisory services is located at 161 Bay Street, Toronto, Ontario, M5 J 2 T2, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 416-982-7848 or by fax 416-308-9259. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.