Landry Morin Inc (Montreal)

Name: Landry Morin Inc
Address: 1010 Sherbrooke Street West, Suite 2105, Montreal, H3 A 2 R7
Telephone: 514-985-1138

Landry Morin Inc is a large advisory firm based in Montreal. It manages $70 million of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2006.

Landry Morin provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Landry Morin: assets under management

The assets under management (AUM) of Landry Morin Inc is $70 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $70 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $538.46 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Landry Morin Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Landry Morin Inc

Jean Luc Landry has been acting as President since 1 Sep 2002. Pierre Garceau joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jean Luc Landry	President	1 Sep 2002	50% - 75%	5084912
Richard Morin	Vice-president	1 Sep 2002	25% - 50%	5084914
Amaflo Inc	Shareholder	1 Feb 2004	Other	1148309900
Jacques Bourgeois	Vice-president	1 Jun 2004	Other	5084916
Pierre Garceau	Vice-president	1 May 2005	Other	5084918

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jean Luc Landry	President	1 Dec 1999	75% - 100%	5084912

Based in Montreal

The principal office where Landry Morin Inc performs its advisory services is located at 1010 Sherbrooke Street West, Suite 2105, Montreal, H3 A 2 R7, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 514-985-1138 or by fax 514-282-1123. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.landrymorin.com.