Landry Morin Inc is a large advisory firm based in Montreal. It manages $70 million of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2006.
Landry Morin provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Landry Morin Inc is $70 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 42% 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 Landry Morin 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.
Jean Luc Landry has been acting as President since 1 Sep 2002. Pierre Garceau joined the executive team most recently as the Vice President.
The principal office where Landry Morin Inc performs its advisory services is located at 1010 Sherbrooke Street West, Suite 2105, Montreal, H3 A 2 R7, 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 514-985-1138 or by fax 514-282-1123. 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.landrymorin.com.