Overview
Assets Under Management: $165 million
Headquarters: BALLSTON SPA, NY
High-Net-Worth Clients: 138
Average Client Assets: $1 million
Frequently Asked Questions
CANTY FINANCIAL MANAGEMENT, 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 #118945), CANTY FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CANTY FINANCIAL MANAGEMENT, INC. is headquartered in BALLSTON SPA, NY.
CANTY FINANCIAL MANAGEMENT, INC. serves 138 high-net-worth clients according to their SEC filing dated January 30, 2024. View client details ↓
According to their SEC Form ADV, CANTY FINANCIAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CANTY FINANCIAL MANAGEMENT, INC. manages $165 million in client assets according to their SEC filing dated January 30, 2024.
According to their SEC Form ADV, CANTY FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 138
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.46
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 462
Discretionary Accounts: 425
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 118945
Last Filing Date: 2024-01-30 00:00:00
Website: https://cantyfinancial.com