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Wickham Investment Counsel Inc. (Hamilton, Ontario)


Wickham Investment Counsel Inc. is an adviser based in Hamilton, Ontario. It manages $1.6 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

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Wickham Investment Counsel provides portfolio management for individuals and small businesses 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.

Wickham Investment Counsel: assets under management

The assets under management (AUM) of Wickham Investment Counsel Inc. is $1.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wickham Investment Counsel 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.

Based in Hamilton, Ontario

The principal office where Wickham Investment Counsel Inc. performs its advisory services is located at 25 Main Street. West, Suite 603, Hamilton, Ontario, L8 P 1 H1, 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 905-528-6524 or by fax 905-528-3567. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.wickhaminvestments.com.


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