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CANTON HATHAWAY LLC
One West Exchange Street
Suite 3202
Providence, Rhode Island 2903
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 $551,257,198 assets under management, offering retirement planning & investment advisory services to 211 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 | $551,257,198 |
| No. of Clients | 211 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 211 | $551,257,198 |
| Individuals (other than high net worth individuals) | 11 | $5,090,039 |
| High net worth individuals | 64 | $372,811,412 |
| Corporations or other businesses | Fewer than 5 clients | $45,542,241 |
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