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Building 2CANNON FINANCIAL STRATEGISTS, INC.

Map pinATHENS, GA
Phone706-548-3422
NotebookSEC #801-79869
Total AUM
$1.7B
Employees
33
Clients
1,015

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
649-8 SOUTH MILLEDGE AVE
ATHENS
GA 30605
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
706-548-3422
Other Offices
1

ReceiptFinancials

Total AUM
$1.7B
Accounts
3,311
Discretionary
$1.6B
Accounts
2,976
Non-Discretionary
$83.7M
Accounts
335

ContactClients

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Individual Clients
597
AUM
$193.5M
HNW Individual Clients
389
AUM
$1.2B
Pension/Profit Sharing Plan Clients
24
AUM
$281.5M
Corporation or Business Clients
5
AUM
$20.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX COMPLIANCE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAKSLANCSCTNTXVA

HandshakeAffiliates

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

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