Overview
Assets Under Management: $3.3 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1,040
Average Client Assets: $2.8 million
Frequently Asked Questions
PETER B. CANNELL & 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 #106326), PETER B. CANNELL & CO., INC. is subject to fiduciary duty under federal law.
PETER B. CANNELL & CO., INC. is headquartered in NEW YORK, NY.
PETER B. CANNELL & CO., INC. serves 1,040 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, PETER B. CANNELL & CO., INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
PETER B. CANNELL & CO., INC. manages $3.3 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, PETER B. CANNELL & CO., INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,040
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.33%
Average Client Assets: $2.8 million
Total Client Accounts: 1,365
Discretionary Accounts: 1,365
Regulatory Filings
CRD Number: 106326
Filing ID: 1167398
Last Filing Date: 2018-03-29 14:07:00