Allan Small of Allan Small Financial Group is part of this year's WP Top 50 Advisors.
44 Allan Small
Allan Small Financial Group
HollisWealth
Toronto
AUM GROWTH: $12,000,000
AUM PER CLIENT: $286,486
REVENUE PER CLIENT: $2,230
CLIENTS AT END OCT 2015: 370
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 20
Allan Small had a productive 2015, with $106 million AUM and 370 clients. The author of the investment guide How To Profit When Investors Are Scared, Small has been in the business for nearly 20 years.
Allan Small Financial Group
HollisWealth
Toronto
AUM GROWTH: $12,000,000
AUM PER CLIENT: $286,486
REVENUE PER CLIENT: $2,230
CLIENTS AT END OCT 2015: 370
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 20
Allan Small had a productive 2015, with $106 million AUM and 370 clients. The author of the investment guide How To Profit When Investors Are Scared, Small has been in the business for nearly 20 years.
