Dorchester Wealth Management Company
Nombre legal: DORCHESTER WEALTH MANAGEMENT COMPANY
Detalles de contacto completos
Dorchester Wealth Management Company
1100 RENE LEVESQUE BLVD. WEST, SUITE 650, MONTREAL,
514-861-5841
514-875-6779
Otra información
La compañía de gestión de patrimonio Dorchester es una corporación completamente registrada en la Comisión de Valores y Bolsa de Estados Unidos (U.S Securities and Exchange Commission). Con un equipo de 12 empleados, todos en roles de asesoría, el número de clientes que atienden es desconocido. La empresa existe desde 2015 y ha mantenido un estado "Aprobado" con la SEC.
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Dorchester – Wealth Management
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Propietarios directos
-
ARTHUR BRUCE GILL
DIRECTOR posee menos de 5%
-
BRIAN TREVOR HOWARD
DIRECTOR posee menos de 5%
-
DAVID VICTOR SHERIDAN
DIRECTOR posee menos de 5%
-
FOCUS CANADA HOLDINGS, LLC
SHAREHOLDER posee 75% o más
-
ISABELLA HELENE WEHRLI
DIRECTOR, SECRETARY, CHIEF COMPLIANCE OFFICER posee menos de 5%
-
ROBERT ELLIOTT BARD
PRESIDENT, DIRECTOR posee menos de 5%
Propietarios indirectos
-
FOCUS FINANCIAL PARTNERS INC.
MEMBER posee 75% o más
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER posee 75% o más
-
FOCUS OPERATING, LLC
MEMBER (MANAGER) posee 75% o más
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