Tdam Usa is an investment advisor in Toronto, Ontario with $4.94 bn assets under management.
Company profile
Website
Employees
Location
Former names
TD Asset Management Usa Inc., TD Waterhouse Asset Management Inc, Waterhouse Asset Management Inc
SEC CIK
IRS number
133849588
SEC advisor number
801-50261
FINRA CRD number
110088
AUM ?
$4.94 bn
(as of 26 Jan 22)
Accounts
424
(as of 26 Jan 22)
Employees
433
(46 investment advisory or research)
Address
Tdam Usa
CANADA TRUST TOWER, BCE PLACE
161 BAY STREET, 35TH, FLOOR
TORONTO
A6 M5J 2T2
CANADA TRUST TOWER, BCE PLACE
161 BAY STREET, 35TH, FLOOR
TORONTO
A6 M5J 2T2
Office hours
Monday - Friday, 9:00 A.M.-5:00 P.M.
Phone
416-308-5346
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Davis, Glenn, S | Director | 06/2015 | < 5% |
Cooper, Bruce | Chief Executive Officer & Director | 10/2016 | < 5% |
Calvert, Jason | Director | 03/2017 | < 5% |
TD Bank Us Holding Co | Shareholder | 07/2017 | > 75% |
the Toronto-dominion Bank | Direct Owner | 07/2017 | > 75% |
TD Group Us Holdings LLC | Direct Owner | 07/2017 | > 75% |
Barnett, David, Andrew | Chief Compliance Officer | 07/2019 | < 5% |
Sherratt, Julie, Anderson | Director | 04/2020 | < 5% |
Hensler, Philipp, Albert | Director | 11/2019 | < 5% |
Kroes, Leonard | Chief Financial Officer | 04/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21
13F-HR
Quarterly holdings report by institutional manager
11 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
6 Nov 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20
13F-HR
Quarterly holdings report by institutional manager
15 May 20
13F-HR
Quarterly holdings report by institutional manager
11 Feb 20
13F-HR
Quarterly holdings report by institutional manager
7 Nov 19