Ge Asset Management Canada Company is a large advisory firm based in Montreal. It manages $1.3 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2012.
Ge Asset Management Canada Company provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Ge Asset Management Canada Company is $1.3 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% 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 Ge Asset Management Canada Company 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.
Matthew Julian Simpson has been acting as President since 1 Jul 2007. Susan Mary Lasota joined the executive team most recently as the Coo.
The principal office where Ge Asset Management Canada Company performs its advisory services is located at 1250 Rene Levesque Boulevard West, 22 Nd Floor, Montreal, H3 B 4 W8, 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 514-397-5300 or by fax 877-874-3847. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at geam.com.