|
⚲
|
| Cannon Beach Consultants Inc
✚
|
|
|---|---|
| CRD # | 140959 |
| SEC # | 801-66973 |
| CIK # | |
| AUM | $211.5 MM (2023-03-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 888-839-9399 |
| Address | 2603 Camino Ramon San Ramon, CA 94583 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 7.8 |
| (b) Individuals (high net worth individuals) | 68 | 202.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 635 | 211.5 |
| By Discretionary | ||
| Discretionary | 553 | 143.5 |
| Non-Discretionary | 82 | 68.1 |
| Total | 635 | 211.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.5 | |
| Total | 635 | 211.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Garnett Advisors LLC
✚
|
TX | 0.2 |
|
V2 Financial Group LLC
✚
|
IL | 0.2 |
|
SGL Investment Advisors Inc
✚
|
MT | 0.2 |
|
Fullen Financial Group Inc
✚
|
OH | 0.2 |
|
Provider Financial Inc
✚
|
IN | 0.2 |
|
Intrinsic Wealth Counsel Inc
✚
|
AZ | 0.2 |
|
AVOS Capital Management LLC
✚
|
WA | 0.2 |
|
Campbell Capital Management Inc
✚
|
FL | 0.2 |
|
Ruggaard & Associates LLC
✚
|
OH | 0.2 |
|
Brightwater Advisory LLC
✚
|
FL | 0.2 |