Interexxim Inc (St Joachim De Montmorency)

Interexxim Inc is a large advisory firm based in St Joachim De Montmorency. It manages $31 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2008.

Interexxim provides portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Interexxim: assets under management

The assets under management (AUM) of Interexxim Inc is $31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.07 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Interexxim 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.

Careers at Interexxim Inc

Interexxim Inc is owned by Claudette St Cyr Fiset. Richard Louis Fiset joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Claudette St Cyr Fiset	Owner	1 May 1993	75% - 100%	5546488
Richard Louis Fiset	Chief compliance officer	1 Nov 2005	Other	4393356

Based in St Joachim De Montmorency

The principal office where Interexxim Inc performs its advisory services is located at 46 Rue De La Miche, St Joachim De Montmorency, G0 A 3 X0, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.