Edwards William Henry (Mississauga Ontario)

Name: Edwards William Henry
Address: 607 30 High Street East, Mississauga Ontario, L5 G 1 J8
Telephone: 905-278-0718

Edwards William Henry is an adviser based in Mississauga Ontario. It manages $3.5 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001.

Edwards William Henry provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as portfolio manager.

Edwards William Henry: assets under management

The assets under management (AUM) of Edwards William Henry is $3.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Edwards William Henry 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.

Based in Mississauga Ontario

The principal office where Edwards William Henry performs its advisory services is located at 607 30 High Street East, Mississauga Ontario, L5 G 1 J8, 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 905-278-0718. The normal business hours are as required on Other. You can find more information about the New York firm at www.saconline.net.

Edwards William Henry (Mississauga Ontario)

Edwards William Henry: assets under management

Fees & Commissions

Based in Mississauga Ontario

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