Holdun Investment Management Inc is a large advisory firm based in Montreal. It manages $28.48 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 5 other states.
Holdun Investment Management provides portfolio management for individuals and small businesses. 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 Holdun Investment Management Inc is $28.48 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Holdun Investment Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stuart Gwyllym Dunn has been acting as President since 1 Oct 1998. Real Mimeault joined the executive team most recently as the Director.
The principal office where Holdun Investment Management Inc performs its advisory services is located at 1250 Rene Levesque, Boulevard West, Suite 3932, Montreal, H3 B 4 W8, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 514-939-2777 or by fax 514-939-2945. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.holdun.com.