CANON ASSET MANAGEMENT ADVISORY, LLC
Firm details
- Headquarters
- PARADISE VALLEY, Arizona
- CRD number
- 308833
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.29%
- Individuals6.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Canon Asset Management Advisory, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. Its client focus is primarily individuals and families; the firm provides financial planning and portfolio management for individuals and small businesses. Compensation options include asset-based fees as well as hourly and fixed-fee engagements. Canon does not identify as an active ESG investor, and it does not position itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- US Government Bonds20%
- Cash & Cash Equivalents15%
- Non-Exchange Traded Equities1%
Contacts
1 of 1GEORGE HOSTAL
Managing DirectorCRD 4439763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PARADISE VALLEY, AZ
MARICOPA
Location
PARADISE VALLEY, AZ
Headquartered in PARADISE VALLEY, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 6885 E Cochise Rd
- Time zone
- MT (UTC-7)
- Office locations
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