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⚲
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| Canby Financial Advisors LLC
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|
|
|---|---|
| CRD # | 338797 |
| SEC # | 801-134723 |
| CIK # | |
| AUM | $729.4 M (2026-06-05) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 508-598-1082 |
| Address | 161 Worcester Road Framingham, MA 01701 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 62.9 |
| (b) Individuals (high net worth individuals) | 184 | 559.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 106.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 390 | 729.4 |
| By Discretionary | ||
| Discretionary | 382 | 622.8 |
| Non-Discretionary | 8 | 106.6 |
| Total | 390 | 729.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 729.4 | |
| Total | 390 | 729.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sevenbridge Financial Group LLC
✚
|
PA | 0.7 |
|
Quantum Financial Services Inc
✚
|
IN | 0.7 |
|
Traveka Wealth LLC
✚
|
CA | 0.7 |
|
Schwarz Dygos Wheeler Investment Advisors LLC
✚
|
MN | 0.7 |
|
Tiller Private Wealth Inc
✚
|
PA | 0.7 |
|
Ipswich Investment Management Company Inc
✚
|
MA | 0.7 |
|
Oak Harbor Wealth Partners LLC
✚
|
NC | 0.7 |
|
Huber Capital Management LLC
✚
|
CA | 0.7 |
|
Lesko Securities Inc
✚
|
NY | 0.7 |
|
Meadow Creek Wealth Advisors LLC
✚
|
GA | 0.7 |