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Home > Retirement Planners > new york > ballston spa > CANTY FINANCIAL MANAGEMENT, INC.
CANTY FINANCIAL MANAGEMENT, INC.
20 Church Ave.
Ballston Spa, New York 12020
Tel: 518-885-3230
About CANTY FINANCIAL MANAGEMENT, INC.
CANTY FINANCIAL MANAGEMENT, INC, formally registered with the SEC as CANTY FINANCIAL MANAGEMENT, INC. The firm was established in 06/14/2007. They have over 2 offices throughout the country.
CANTY FINANCIAL MANAGEMENT, INC. is a Ballston Spa, New York based Financial Planning firm with nearly $165,259,056 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118945 |
| SEC# | 801-68026 |
| Assets Managed by Firm | $165,259,056 |
| No. of Clients | 462 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 462 | $165,259,056 |
| Individuals (other than high net worth individuals) | 324 | $34,794,343 |
| High net worth individuals | 109 | $116,538,146 |
| Pension and profit sharing plans | 1 | $13,245,759 |
| Charitable organizations | 2 | $680,808 |
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