Canaccord Genuity Wealth Management (USA) Inc.
● SEC registered since 2015CRD 7449SEC# 801-106809Vancouver, Bc
Reg. AUM
$135.5M
Employees
32
Accounts
114
Location
Vancouver, Bc
Canaccord Genuity Wealth Management (USA) Inc. assets under management
Canaccord Genuity Wealth Management (USA) Inc. is an investment advisory firm registered with the SEC based in Vancouver, Bc. The firm has been registered since 2015. It reports $135.5 million in regulatory assets under management and employs 32 people.
Canaccord Genuity Wealth Management (USA) Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Canaccord Adams Financial Group Inc. Control | Equity Owner | Over 75% | 1999 |
| Donald Duncan MacFayden Control | Operations Principal | Under 5% | 2021 |
| Donald Duncan MacFayden Control | Cfo, Financial Principal | Under 5% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Canaccord Genuity Wealth Management (USA) Inc. manage?
Canaccord Genuity Wealth Management (USA) Inc. reports $135.5 million in regulatory assets under management on its Form ADV.
How many employees does Canaccord Genuity Wealth Management (USA) Inc. have?
Canaccord Genuity Wealth Management (USA) Inc. reports 32 employees.
Where is Canaccord Genuity Wealth Management (USA) Inc. located?
Canaccord Genuity Wealth Management (USA) Inc. is based in Vancouver, Bc and has been SEC-registered since 2015.
Does Canaccord Genuity Wealth Management (USA) Inc. disclose fund performance?
Canaccord Genuity Wealth Management (USA) Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1133 Melville Street, Suite 1100, Vancouver, Bc V6E 4E5 |
| Phone | 604-643-7300 |
| Fax | 604-643-7606 |
| Office hours | 7:00 a.m. - 3:00 p.m. |
| SEC region | HQ |
| CIK | 205307 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$135.5M▲ 46%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$135.5Mregulatory AUM
Discretionary $135.5M