Overview
Assets Under Management: $1.4 billion
Headquarters: ATHENS, GA
High-Net-Worth Clients: 407
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 407
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,140
Discretionary Accounts: 2,809
Non-Discretionary Accounts: 331
Regulatory Filings
CRD Number: 133509
Filing ID: 1970400
Last Filing Date: 2025-03-31 14:40:00
Website: https://cannonfinancialstrategists.com