Him Monegy, Inc. is a large advisory firm based in Toronto, Ontrario. It manages $2.1 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2003.
Him Monegy provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Him Monegy, Inc. is $2.1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Him Monegy, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Gordon Maxwell Coxe has been acting as President since 1 Sep 2003. Steve Jeffrey Arquilla joined the executive team most recently as the Director.
The principal office where Him Monegy, Inc. performs its advisory services is located at 302 Bay Street, 12 Th Floor, Toronto, Ontrario, M5 X 1 A1, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 416-359-4314 or by fax 416-359-5155. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.monegy.com.