Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
SEC advisor number
801-96255
FINRA CRD number
221519
AUM ?
$1.31 bn
(as of 29 Mar 24)
Accounts
1,018
(as of 29 Mar 24)
Employees
12
(11 investment advisory or research)
Address
DORCHESTER WEALTH MANAGEMENT
1100 RENE LEVESQUE BLVD. WEST
SUITE 650
MONTREAL
A8 H3B 4N4
1100 RENE LEVESQUE BLVD. WEST
SUITE 650
MONTREAL
A8 H3B 4N4
Phone
514-861-5841
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21