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Building 2CANTY FINANCIAL MANAGEMENT, INC.

Map pinBALLSTON SPA, NY
Phone518-885-3230
NotebookSEC #801-68026
Total AUM
$254M
Employees
5
Clients
475

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 CHURCH AVE.
BALLSTON SPA
NY 12020
United States
Operating Hours
9-5
Monday - Friday
Phone
518-885-3230

ReceiptFinancials

Total AUM
$254M
Accounts
447
Discretionary
$239M
Accounts
417
Non-Discretionary
$14.9M
Accounts
30

ContactClients

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Individual Clients
248
AUM
$22.2M
HNW Individual Clients
195
AUM
$216.2M
Pension/Profit Sharing Plan Clients
30
AUM
$14.9M
Charitable Organization Clients
2
AUM
$625.2K

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
FLMANY

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

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