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.
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 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.
Thomas Ardagh Starkey has been acting as President since 1 Feb 2007. Bruce Ross Jackson joined the executive team most recently as the Director.
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.
You can reach the main office by calling the phone number 416-482-5337 or by fax 416-929-0943. The normal business hours are 8:30am - 5:30pm on Monday - Friday.