Overview
Assets Under Management: $316 million
Headquarters: OCALA, FL
High-Net-Worth Clients: 121
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 858
Discretionary Accounts: 770
Non-Discretionary Accounts: 88
Regulatory Filings
CRD Number: 296771
Last Filing Date: 2025-02-07 00:00:00
Website: https://canopy360.com