Overview
Assets Under Management: $1.9 billion
Headquarters: MALDEN, MA
High-Net-Worth Clients: 314
Average Client Assets: $2.1 million
Frequently Asked Questions
CANTELLA & CO., INC. 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 #13905), CANTELLA & CO., INC. is subject to fiduciary duty under federal law.
CANTELLA & CO., INC. is headquartered in MALDEN, MA.
CANTELLA & CO., INC. serves 314 high-net-worth clients according to their SEC filing dated June 01, 2023. View client details ↓
According to their SEC Form ADV, CANTELLA & CO., INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CANTELLA & CO., INC. manages $1.9 billion in client assets according to their SEC filing dated June 01, 2023.
According to their SEC Form ADV, CANTELLA & CO., INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 314
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.86%
Average Client Assets: $2.1 million
Total Client Accounts: 5,665
Discretionary Accounts: 3,497
Non-Discretionary Accounts: 2,168
Regulatory Filings
CRD Number: 13905
Filing ID: 1764957
Last Filing Date: 2023-06-01 14:45:00