Td Waterhouse Asset Management, Inc is a large advisory firm based in New York. It manages $13.03 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Td Waterhouse Asset Management 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 Waterhouse Asset Management, Inc is $13.03 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Td Waterhouse Asset 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.
Lawrence Michael Waterhouse has been acting as President since 1 Aug 1995. Edwin Ralph Corneiro joined the executive team most recently as the Chief Financial Officer.
The principal office where Td Waterhouse Asset Management, Inc performs its advisory services is located at 100 Wall Street, New York, NY 10005, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-908-7537 or by fax 212-425-2886. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.