Mclean Budden Limited. is a large advisory firm based in Toronto, Ontario. It manages $27.93 billion of regulatory assets for 679 client accounts. It has been registered with the SEC as an adviser since 2001.
Mclean Budden Limited provides portfolio management for individuals and small businesses, 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 Mclean Budden Limited. is $27.93 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% 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 Mclean Budden Limited. for their services and products based on a percentage of assets under management and performance-based fees. 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.
Kevin Patrick Dougherty has been acting as President since 1 Mar 2010. Margo Christina Forster Pazienza joined the executive team most recently as the Vice President, Compliance, Chief Compliance Officer.
The principal office where Mclean Budden Limited. performs its advisory services is located at 77 King St. W., Toronto, Ontario, M5 K 1 C5, 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 416-862-9800 or by fax 416-862-0167. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.mcleanbudden.com.