Overview
Assets Under Management: $210 million
Headquarters: HARLEYSVILLE, PA
High-Net-Worth Clients: 51
Average Client Assets: $1.9 million
Frequently Asked Questions
CANON CAPITAL INVESTMENT ADVISORY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109557), CANON CAPITAL INVESTMENT ADVISORY is subject to fiduciary duty under federal law.
CANON CAPITAL INVESTMENT ADVISORY is headquartered in HARLEYSVILLE, PA.
CANON CAPITAL INVESTMENT ADVISORY serves 51 high-net-worth clients according to their SEC filing dated February 20, 2024. View client details ↓
According to their SEC Form ADV, CANON CAPITAL INVESTMENT ADVISORY offers financial planning and portfolio management for individuals. View all service details ↓
CANON CAPITAL INVESTMENT ADVISORY manages $210 million in client assets according to their SEC filing dated February 20, 2024.
According to their SEC Form ADV, CANON CAPITAL INVESTMENT ADVISORY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.11%
Average Client Assets: $1.9 million
Total Client Accounts: 1,088
Discretionary Accounts: 1,008
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 109557
Filing ID: 1820748
Last Filing Date: 2024-02-20 11:50:00