CANAL ROAD CAPITAL, LLC

78 Sw 7th Street
Miami, Florida 33130
Tel: 305-488-6000

About CANAL ROAD CAPITAL, LLC

CANAL ROAD CAPITAL, LLC, formally registered with the SEC as CANAL ROAD CAPITAL, LLC. The firm was established in 10/19/2023. They have over 1 offices throughout the country.

CANAL ROAD CAPITAL, LLC is a Miami, Florida based Financial Planning firm with nearly $100,000,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327488
SEC#	801-128925
Assets Managed by Firm	$100,000,000
No. of Clients	1
No. of Advisors	16

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$100,000,000

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