1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CANTON HATHAWAY LLC

Map pinPROVIDENCE, RI
Phone401-433-7800
NotebookSEC #801-113544
Total AUM
$866.1M
Employees
5
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE WEST EXCHANGE STREET
SUITE 3202
PROVIDENCE
RI 02903
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
401-433-7800
Other Offices
1

ReceiptFinancials

Total AUM
$866.1M
Accounts
281
Discretionary
$844.3M
Accounts
223
Non-Discretionary
$21.8M
Accounts
58

ContactClients

View more in analytics →

Individual Clients
17
AUM
$10.4M
HNW Individual Clients
67
AUM
$602M
Pooled Vehicle Clients
4
AUM
$26.6M
Pension/Profit Sharing Plan Clients
2
AUM
$155.3M
Government Entity Clients
1
AUM
$7.1M
Corporation or Business Clients
5
AUM
$64.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
FLLARI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account