CANNON BEACH FINANCIAL ADVISORS

2603 Camino Ramon
Suite 416
San Ramon, California 94583
Tel: 888-839-9399

About CANNON BEACH FINANCIAL ADVISORS

CANNON BEACH FINANCIAL ADVISORS, formally registered with the SEC as CANNON BEACH FINANCIAL ADVISORS. The firm was established in 07/12/2006. They have over 3 offices throughout the country.

CANNON BEACH FINANCIAL ADVISORS is a San Ramon, California based Financial Planning firm with nearly $175,913,050 assets under management, offering retirement planning & investment advisory services to 537 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140959
SEC#	801-66973
Assets Managed by Firm	$175,913,050
No. of Clients	537
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (TAX PREPARATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	537	$175,913,050
Individuals (other than high net worth individuals)	86	$23,584,808
High net worth individuals	50	$150,843,107
Pension and profit sharing plans	9	$1,485,135

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