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Home > Retirement Planners > georgia > athens > CANNON FINANCIAL STRATEGISTS, INC.
CANNON FINANCIAL STRATEGISTS, INC.
649-8 South Milledge Ave
Athens, Georgia 30605
Tel: 706-548-3422
About CANNON FINANCIAL STRATEGISTS, INC.
CANNON FINANCIAL STRATEGISTS, INC, formally registered with the SEC as CANNON FINANCIAL STRATEGISTS, INC. The firm was established in 06/18/2014. They have over 2 offices throughout the country.
CANNON FINANCIAL STRATEGISTS, INC. is a Athens, Georgia based Financial Planning firm with nearly $1,347,089,399 assets under management, offering retirement planning & investment advisory services to 2837 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133509 |
| SEC# | 801-79869 |
| Assets Managed by Firm | $1,347,089,399 |
| No. of Clients | 2837 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (TAX COMPLIANCE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2837 | $1,347,089,399 |
| Individuals (other than high net worth individuals) | 557 | $197,248,763 |
| High net worth individuals | 259 | $696,469,369 |
| Pension and profit sharing plans | 20 | $416,769,976 |
| Corporations or other businesses | 6 | $36,601,291 |
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