Ci Global Holdings Inc. is a large advisory firm based in Toronto. It manages $3.08 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011.
Ci Global Holdings provides portfolio management for canadian investment companies. 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 Ci Global Holdings Inc. is $3.08 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% 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 Ci Global Holdings 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.
Derek J Green has been acting as President since 1 Sep 2010. Janet Gillies joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ci Global Holdings Inc. performs its advisory services is located at 2 Queen Street East, 20 Th Floor, Toronto, M5 C 3 G7, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 416-364-1145 or by fax 416-365-0501. 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.ci.com.