Wirth Associates Inc (Toronto Ontario)

Wirth Associates Inc is an adviser based in Toronto Ontario. It manages $11.23 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Wirth Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wirth Associates: assets under management

The assets under management (AUM) of Wirth Associates Inc is $11.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.74 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wirth Associates 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.

Careers at Wirth Associates Inc

Thomas Ardagh Starkey has been acting as President since 1 Feb 2007. Bruce Ross Jackson joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alfred George Wirth	President & director	1 Oct 1991	75% - 100%	4391655
Shirley Hom	Secretary-treasurer	1 Apr 1992	Other	4391671
Maurice Sylvio Guimont	Associate	1 Oct 1994	Other	2564903
Allan Osler Aitken	Associate	1 Dec 1994	Other	4391706
Thomas Ardagh Starkey	Associate	1 Oct 1997	Other	4391715
Albert Edward Gooderham	Secretary-treasurer	1 Sep 2003	Other	4740612
Shirley Hom	Secretary-treasurer	1 Sep 2004	Other	4391671
Cumberland Partners Ltd.	Owner (100%)	1 Jan 2007	75% - 100%	bn89405 8221 (cdn)
Thomas Ardagh Starkey	Director	1 Feb 2007	Other	4391715
Gerald Raymond Connor	Director	1 Feb 2007	Other	5291666
Michael St. Clair Mcevenue	Director	1 Feb 2007	Other	5291667
John Barry Poulter	Director	1 Feb 2007	Other	5291668
Thomas Ardagh Starkey	Director & chief investment officer	1 Jul 2009	Other	4391715
Bruce Ross Jackson	Director	1 Jan 2010	Other	2594762

Based in Toronto Ontario

The principal office where Wirth Associates Inc performs its advisory services is located at 99 Yorkville Avenue, 3 F, Toronto Ontario, M5 R 3 K5, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.