BEANSTOX INC.
DBA: BEANSTOX
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| 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 |
AUM by Client Type
Total AUM
$15M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $15M | +71.3% | +40.8% | +41.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $14.9M |
| Discretionary | $14.9M |
| Employees | 7 |
| Client Accounts | 20295 |
Contact & Location
Address
1010 SHERBROOKE STREET WEST
MONTREAL, QUEBEC H3A2R7
Canada
Phone
(514) 849-1056
Filing History
21 ADV Part 1 submissions
Fee Structure
SubscriptionFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$15M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported