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

Building 2CANTER WEALTH

Map pinLA JOLLA, CA
Phone858-812-7550
NotebookSEC #801-117802
Total AUM
$386.5M
Employees
12
Clients
280

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7825 FAY AVENUE
SUITE 140
LA JOLLA
CA 92037
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
858-812-7550

ReceiptFinancials

Total AUM
$386.5M
Accounts
280
Discretionary
$386.5M
Accounts
280
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
149
AUM
$82.8M
HNW Individual Clients
129
AUM
$303.1M
Charitable Organization Clients
2
AUM
$660.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
EDUCATIONAL SEMINARS / WORKSHOPS

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANENHORTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account