|
⚲
|
| Canty Financial Management Inc
✚
|
|
|---|---|
| CRD # | 118945 |
| SEC # | 801-68026 |
| CIK # | |
| AUM | $205.7 M (2025-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 518-885-3230 |
| Address | 20 Church Ave Ballston Spa, NY 12020 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 29.5 |
| (b) Individuals (high net worth individuals) | 138 | 161.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 14.2 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 911 | 205.7 |
| By Discretionary | ||
| Discretionary | 885 | 191.6 |
| Non-Discretionary | 26 | 14.2 |
| Total | 911 | 205.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.7 | |
| Total | 911 | 205.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Springvest Wealth Management LLC
✚
|
TX | 0.2 |
|
SLT Holdings LLC
✚
|
AZ | 0.2 |
|
Shelter Rock Management LLC
✚
|
NY | 0.2 |
|
Jones Kertz & Associates Inc
✚
|
MN | 0.2 |
|
Chesapeake Investment Management LLC
✚
|
VA | 0.2 |
|
Ascend Interplay LLC
✚
|
NY | 0.2 |
|
Alder Financial Group Inc
✚
|
GA | 0.2 |
|
D C Voss & Company LLC
✚
|
0.2 | |
|
Investment Management & Planning LLC
✚
|
DE | 0.2 |
|
Anchor Wealth Management Group LLC
✚
|
FL | 0.2 |