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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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