One West Exchange Street
Suite 3202
Providence, Rhode Island 02903
Tel: 401-433-7800
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$219,221,467,379 | 605 | 168 | |
$24,631,658,238 | 40 | 143 | |
$9,188,004,183 | 53044 | 418 | |
$7,825,588,486 | 19 | 70 | |
$1,879,594,055 | 1833 | 21 |
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