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Building 2CANTER STRATEGIC WEALTH MANAGEMENT, LLC

Map pinLA JOLLA, CA
Phone(858) 454-2238
NotebookSEC #801-107048
Total AUM
$8.9M
Employees
4
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7825 FAY AVE
STE. 140
LA JOLLA
CA 92037
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(858) 454-2238

ReceiptFinancials

Total AUM
$8.9M
Accounts
46
Discretionary
$8.9M
Accounts
46
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$5.2M
HNW Individual Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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