linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

August Group

Headquartered in TORONTO,

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

August Group is an investment advisor based in Toronto, Canada, with over $515 million in regulatory assets under management. They specialize in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Their client base includes corporations, charitable organizations, and high-net-worth individuals.

August Group

705-320 BAY STREET

TORONTO, M5H 4A6

$515.85M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of net worth

Branch Locations (3)

AUGUST GROUP has a total of 3 branch locations across the country.
location

Mont Royal

location

San Francisco, CA

location

TORONTO

Advisors at August Group

View All 2 Advisors
Unclaimed
Patrick Olivier Guest

CFA®, RA

View Profile
Unclaimed
Matthew Woeller john Shannon

CFA®, RA

TORONTO,

View Profile
Unclaimed
Daniel Morris

CFA®, RA

View Profile
Unclaimed
Leonard Avery watkins Schlemm

RA

TORONTO,

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if August Group is right for you?

Disclosures

There are no public disclosures for August Group.

Frequently Asked Questions (6)

Not sure if August Group is right for you?