I2 Wealth - Cross Border Planning
I2 Wealth - Cross Border Planning is an SEC-registered ria in Montreal, Quebec with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns I2 Wealth - Cross Border Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329976, SEC 801-130279, data through 2026-01-02.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-01-02)
- Firm type
- Ria
- Location
- Montreal, Quebec
- Employees
- 3
- CRD
- 329976
- Ownership
- Matco, Irina; DEFENDI, ILARIA
How much AUM does I2 Wealth - Cross Border Planning have?
I2 Wealth - Cross Border Planning reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-02).
Who owns I2 Wealth - Cross Border Planning?
Disclosed owners and executives of I2 Wealth - Cross Border Planning include Matco, Irina, DEFENDI, ILARIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.