DBA: BEANSTOX
| Total AUM | $14.9M |
| Discretionary | $14.9M100% of AUM |
| Client Accounts | 20,295 |
| Avg Account Size | $733.415 |
| Employees | 7 |
| Peak AUM | $14.9MMar 2026 |
Total AUM
$15M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $15M | +71.3% | +40.8% | +41.9% | |
| Discretionary AUM | |||||
| Total AUM | $14.9M |
| Discretionary | $14.9M |
| Employees | 7 |
| Client Accounts | 20295 |
Address
1010 SHERBROOKE STREET WEST
MONTREAL, QUEBEC H3A2R7
Canada
Phone
(514) 849-1056
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$15M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $15M |
| +71.3% |
| +40.8% |
| +41.9% |
| Total Accounts | 20k | +90.9% | +142.2% | +73.6% |
| Avg Account Size | $733.415 | 10.2% | 41.9% | 18.3% |
| Employees | 7 | 22.2% | 4.4% | 0.0% |
| AUM / Employee | $2M | +120.3% | +47.2% | +41.9% |
Client AUM Segments | |||||
| Wealth AUM | $15M | +71.3% | +40.8% | +41.9% | |
Client Count Segments | |||||
| HNW Clients | 10k | +59.4% | +91.6% | +50.8% | |