2160 Country Club Road
Winston Salem, North Carolina 27104
Tel: 336-231-6844
CANNON WEALTH MANAGEMENT SERVICES, formally registered with the SEC as CANNON WEALTH MANAGEMENT SERVICES. The firm was established in 10/07/2022. They have over 2 offices throughout the country.
CANNON WEALTH MANAGEMENT SERVICES is a Winston Salem, North Carolina based Financial Planning firm with nearly $213,118,947 assets under management, offering retirement planning & investment advisory services to 967 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 323302 |
SEC# | 801-126703 |
Assets Managed by Firm | $213,118,947 |
No. of Clients | 967 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 967 | $213,118,947 |
Individuals (other than high net worth individuals) | 337 | $99,125,532 |
High net worth individuals | 60 | $110,781,822 |
Pension and profit sharing plans | 1 | $934,002 |
Charitable organizations | 4 | $1,248,233 |
Corporations or other businesses | 1 | $1,029,358 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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