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Building 2CANNELL & CO.

Map pinNEW YORK, NY
Phone212-752-5255
NotebookSEC #801-27046
Total AUM
$3.6B
Employees
23
Clients
1,565

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
545 MADISON AVENUE
11TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
212-752-5255
Other Offices
1

ReceiptFinancials

Total AUM
$3.6B
Accounts
1,565
Discretionary
$3.6B
Accounts
1,565
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,131
AUM
$3.2B
HNW Individual Clients
366
AUM
$151.6M
Pooled Vehicle Clients
2
AUM
$6.1M
Pension/Profit Sharing Plan Clients
12
AUM
$42.3M
Charitable Organization Clients
34
AUM
$177.9M
Corporation or Business Clients
20
AUM
$87.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAILMAMDMEMNNCNHNJNMNYPARITXUTVAVTWA

HandshakeAffiliates

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

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