MONTRUSCO BOLTON INVESTMENTS INC.
SEC Form ADV profile.
Total regulatory AUM
$12,934,148,652
Discretionary
$12,039,669,561
Non-discretionary
$894,479,091
Firm details
- CRD number
- 154475
- SEC file number
- 801-71803
- Main office
- MONTREAL, QUEBEC, Canada
- Employees
- 68
- SEC status
- Approved
- Website
- HTTPS://WWW.MONTRUSCOBOLTON.COM
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.