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Building 2CANON CAPITAL INVESTMENT ADVISORY

Map pinHARLEYSVILLE, PA
Phone215-723-4881
NotebookSEC #801-56000
Total AUM
$210.5M
Employees
7
Clients
458

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
484 HARLEYSVILLE PIKE
HARLEYSVILLE
PA 19438
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
215-723-4881
Other Offices
1

ReceiptFinancials

Total AUM
$210.5M
Accounts
1,088
Discretionary
$202.5M
Accounts
1,008
Non-Discretionary
$8M
Accounts
80

ContactClients

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Individual Clients
404
AUM
$104.2M
HNW Individual Clients
51
AUM
$97M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
1
AUM
$5.4M
Corporation or Business Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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