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CANNON ADVISORS
2108 South Boulevard
Suite 200
Charlotte, North Carolina 28203
Tel: 704-820-8393
About CANNON ADVISORS
CANNON ADVISORS, formally registered with the SEC as CANNON ADVISORS. The firm was established in 07/23/2021. They have over 1 offices throughout the country.
CANNON ADVISORS is a Charlotte, North Carolina based Financial Planning firm with nearly $142,414,019 assets under management, offering retirement planning & investment advisory services to 721 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 293929 |
| SEC# | 801-121835 |
| Assets Managed by Firm | $142,414,019 |
| No. of Clients | 721 |
| No. of Advisors | 5 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 721 | $142,414,019 |
| Individuals (other than high net worth individuals) | 160 | $48,792,887 |
| High net worth individuals | 56 | $90,964,457 |
| Charitable organizations | 1 | $899,313 |
| Corporations or other businesses | 3 | $1,757,362 |
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