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Home > Retirement Planners > utah > salt lake city > CANNON CAPITAL MANAGEMENT, INC.
CANNON CAPITAL MANAGEMENT, INC.
6768 South 1300 East
Salt Lake City, Utah 84121-2719
Tel: 801-566-3190
About CANNON CAPITAL MANAGEMENT, INC.
CANNON CAPITAL MANAGEMENT, INC, formally registered with the SEC as CANNON CAPITAL MANAGEMENT, INC. The firm was established in 08/08/2016. They have over 1 offices throughout the country.
CANNON CAPITAL MANAGEMENT, INC. is a Salt Lake City, Utah based Financial Planning firm with nearly $304,159,448 assets under management, offering retirement planning & investment advisory services to 853 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144247 |
| SEC# | 801-108249 |
| Assets Managed by Firm | $304,159,448 |
| No. of Clients | 853 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 853 | $304,159,448 |
| Individuals (other than high net worth individuals) | 776 | $37,771,885 |
| High net worth individuals | 43 | $142,696,895 |
| Pension and profit sharing plans | 30 | $112,449,702 |
| Charitable organizations | 4 | $11,240,966 |
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