Overview
Assets Under Management: $304 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 853
Discretionary Accounts: 823
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 144247
Last Filing Date: 2024-07-25 00:00:00
Website: https://cannoncap.com