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CANTON HATHAWAY LLC

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

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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 StatusApproved
Firm CRD#297527
SEC#801-113544
Assets Managed by Firm$651,793,094
No. of Clients88
No. of Advisors6

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 ClientsAUM
Firm Total88$651,793,094
Individuals (other than high net worth individuals)9$2,853,586
High net worth individuals49$418,598,905
Corporations or other businesses4$51,384,048

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