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Building 2CANNON WEALTH MANAGEMENT SERVICES

Map pinWINSTON SALEM, NC
Phone336-231-6844
NotebookSEC #801-126703
Total AUM
$245.2M
Employees
8
Clients
411

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2160 COUNTRY CLUB ROAD
WINSTON SALEM
NC 27104
United States
Operating Hours
9-5 MTWTH AND 9-4 FRIDAY
Monday - Friday
Phone
336-231-6844
Other Offices
1

ReceiptFinancials

Total AUM
$245.2M
Accounts
1,001
Discretionary
$240.6M
Accounts
966
Non-Discretionary
$4.6M
Accounts
35

ContactClients

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Individual Clients
321
AUM
$105.6M
HNW Individual Clients
53
AUM
$94M
Pension/Profit Sharing Plan Clients
1
AUM
$993.2K
Charitable Organization Clients
6
AUM
$2.1M
Other Clients
30
AUM
$42.5M
Description of Other Clients
TRUSTS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTXVA

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

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