CANTON HATHAWAY LLC

One West Exchange Street
Suite 3202
Providence, Rhode Island 02903
Tel: 401-433-7800

About CANTON HATHAWAY LLC

CANTON HATHAWAY LLC, formally registered with the SEC as CANTON HATHAWAY LLC. The firm was established in 07/06/2018. They have over 1 offices throughout the country.

CANTON HATHAWAY LLC is a Providence, Rhode Island based Financial Planning firm with nearly $651,793,094 assets under management, offering retirement planning & investment advisory services to 88 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297527
SEC#	801-113544
Assets Managed by Firm	$651,793,094
No. of Clients	88
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	88	$651,793,094
Individuals (other than high net worth individuals)	9	$2,853,586
High net worth individuals	49	$418,598,905
Corporations or other businesses	4	$51,384,048

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