Archer Portfolio Management Inc.
CRD 332368SEC# 801-131125Montreal, Quebec
No longer SEC-registered. Archer Portfolio Management Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$218M
Employees
3
Accounts
2,038
Location
Montreal, Quebec
Archer Portfolio Management Inc. assets under management
Archer Portfolio Management Inc. is an SEC-registered investment adviser based in Montreal, Quebec. It reports $218 million in regulatory assets under management and employs 3 people.
Archer Portfolio Management Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Archer Private Wealth Control | Holding Company | 50-75% | 2018 |
| Richard Morin Control | Ceo And Chief Compliance Officer | 25-50% | 2016 |
| Christian Nmn Boucher Control | Director | 25-50% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Archer Portfolio Management Inc. manage?
Archer Portfolio Management Inc. reports $218 million in regulatory assets under management on its Form ADV.
How many employees does Archer Portfolio Management Inc. have?
Archer Portfolio Management Inc. reports 3 employees.
Where is Archer Portfolio Management Inc. located?
Archer Portfolio Management Inc. is based in Montreal, Quebec.
Does Archer Portfolio Management Inc. disclose fund performance?
Archer Portfolio Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1155 Rene-Levesque Blvd W, Suite 2500, Montreal, Quebec H3B 2K4 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$218MNo change
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$218Mregulatory AUM
Discretionary $218M