Cantella & Co Inc
- Assets, Funds, Holdings
| Cantella & Co Inc
|
| CRD # | 13905 |
| SEC # | 801-60841 |
| CIK # | |
| AUM |
|
| Employees |
197 (65% Investors, 98% Brokers)
|
| Phone | 617-521-8630 |
| Address | 389 Main Street, 1st Fl
Malden, MA 02148 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($B)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
5,198
|
1.1 |
| (b) Individuals (high net worth individuals) |
314
|
0.7 |
| (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 |
77 |
0.0 |
| (h) Charitable organizations |
14 |
0.0 |
| (i) State or municipal government entities |
7 |
0.1 |
| (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 |
55 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
5,665 |
1.9 |
| By Discretionary |
| Discretionary |
3,497 |
1.1 |
| Non-Discretionary |
2,168 |
0.8 |
| Total |
5,665 |
1.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1.9 |
| Total |
5,665 |
1.9 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.4B |
| Clients | 1,254 (1 non-US) |
| Serves | Institutional, Retail, Research |
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