Overview
Assets Under Management: $165 million
Headquarters: BALLSTON SPA, NY
High-Net-Worth Clients: 138
Average Client Assets: $1 million
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