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Building 2CANOPY 360 WEALTH, LLC

Map pinOCALA, FL
Phone(352) 369-1120
NotebookSEC #801-113494
Total AUM
$382.8M
Employees
9
Clients
342

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
104 SE 1ST AVENUE
SUITE B
OCALA
FL 34471
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(352) 369-1120

ReceiptFinancials

Total AUM
$382.8M
Accounts
949
Discretionary
$323.7M
Accounts
861
Non-Discretionary
$59.1M
Accounts
88

ContactClients

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Individual Clients
179
AUM
$44.9M
HNW Individual Clients
134
AUM
$305.8M
Pension/Profit Sharing Plan Clients
28
AUM
$31.1M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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