← Tributary

ARCHER PORTFOLIO MANAGEMENT INC.

MONTREAL, QUEBEC, Canada · CRD 332368 · IAPD ↗ · archer.ca · 514-395-2151

$218.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
0States
4Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
April 2026 — ARCHER PORTFOLIO MANAGEMENT INC. (MONTREAL, QUEBEC, Canada) left the SEC roster (was $218.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
October 2024 — ARCHER PORTFOLIO MANAGEMENT INC. (MONTREAL, QUEBEC, Canada) is newly SEC-registered with $190.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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