44 Allan Small

44 Allan Small

44 Allan Small
Allan Small Financial Group
HollisWealth
Toronto

AUM GROWTH: $12,000,000
AUM PER CLIENT: $286,486
REVENUE PER CLIENT: $2,230
CLIENTS AT END OCT 2015: 370
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 20

Allan Small had a productive 2015, with $106 million AUM and 370 clients. The author of the investment guide How To Profit When Investors Are Scared, Small has been in the business for nearly 20 years.

Company Information

  • Allan Small Financial Group
  • 1 Adelaide Street East, 27th Floor Toronto, ON

Contact Information