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VAN BERKOM AND ASSOCIATES INC.

MONTREAL, QUEBEC, Canada · CRD 128221 · IAPD ↗ · vanberkomglobal.com · 514-985-5759

$3.42BRegulatory AUM
17Advisory reps
33Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
November 2024 — VAN BERKOM AND ASSOCIATES INC. reported RAUM up 29% ($3.15B -> $4.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.