Click Portfolios Ltd. (Calgary, Alberta)

Name: Click Portfolios Ltd.
Address: 531, 7620 Elbow Drive Sw, Calgary, Alberta, T2 V1 K2
Telephone: +507 771 4057

Click Portfolios Ltd. is an adviser based in Calgary, Alberta. It manages $250 thousand of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2017.

Click Portfolios provides portfolio management for individuals and small businesses, publication of newsletters, educational seminars and workshops, and all advice is personal from computer, not human.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as electronic stock investment timing publication.

Click Portfolios: assets under management

The assets under management (AUM) of Click Portfolios Ltd. is $250 thousand. $100 thousand of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Click Portfolios Ltd. for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Roman Michak serves?

The only and largest group of clients of Roman Michak is individuals with 10 clients and $250 thousand of assets under management. Among the 2 most similar advisory firms, Click Portfolios has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $250 thousand for 10 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 10% of the firm’s clients are foreign persons or businesses.

Click Portfolios doesn't advise any private funds.

Careers at Click Portfolios Ltd.

The company employs 3 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Roman Michak has been acting as President since 1 Dec 2016. Sydney Durward Tremayne joined the executive team most recently as the Founder, Chairman, Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sydney Durward Tremayne	Founder, chairman, cco	1 Dec 2016	50% - 75%	6620562
Bradley Neil Mooney	Chief operating officer	1 Dec 2016	Other	6732167
Roman Michak	Director	1 Dec 2016	Other	6732289
Bryan Bernard Sykes	Chief executive officer	1 Dec 2016	Other	6745258

Based in Calgary, Alberta

The principal office where Click Portfolios Ltd. performs its advisory services is located at 531, 7620 Elbow Drive Sw, Calgary, Alberta, T2 V1 K2, 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 +507 771 4057. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at clickportfolios.com.