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

Building 2CANNON ADVISORS

Map pinCHARLOTTE, NC
Phone704-820-8393
NotebookSEC #801-121835
Total AUM
$181.6M
Employees
5
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2108 SOUTH BOULEVARD
SUITE 200
CHARLOTTE
NC 28203
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
704-820-8393

ReceiptFinancials

Total AUM
$181.6M
Accounts
230
Discretionary
$181.6M
Accounts
230
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
162
AUM
$51.9M
HNW Individual Clients
66
AUM
$127.6M
Corporation or Business Clients
2
AUM
$2.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNYSCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account