CRD: 125340
Cannistra Financial Advisors Inc.
$56.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 01-09-1999
- Office Locations
- 1
Office Locations
43 Kensico Drive Mount Kisco NY
About Cannistra Financial Advisors Inc.
Victor J. Cannistra CPA, P.C. is an independently owned, full-service NY-licensed CPA firm based in Mount Kisco. Serving individuals, business owners, executives, and not-for-profits, it supports individual and business tax, estates and trusts, business formation, accounting and auditing, and IRS/state issue resolution. The Cannistra family’s roots in the firm date to the early 1970s, with the practice in Mount Kisco since 1975.
Team overview
-- AVG AGE
$56.1M AVG AUM / ADVISOR
$692.2K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
Unlock to see real insight on pioneer insight momentum.
Unlock to compare peer behavior around bridge wave.
Upgrade to reveal position-level detail across catalyst ember.
Upgrade to reveal position-level detail across horizon delta.
Unlock to see real insight on radial bridge.
Unlock to see real insight on frontier summit prime.
Request access to benchmark trends tied to beacon.
Open the full profile to inspect shifts in north crest.
Asset Classes
Peak
Client Personas
Optima peak Ridge
Custodian
Vector Focus Eagle vector Wave Pioneer catalyst Catalyst Ridge Catalyst harbor
Investment Vehicles
Summit delta
Platform
Oak
Services
Fusion zenith Prime North Signal Vital Eagle Signal oak Timber Insight
Technology
Glacier vital
Owner & Executives
V
VICTOR JOSEPH CANNISTRA
Owner, President
- CRD
- #4636772
- Ownership
- 75% or more
(875) 357-9246
glacier.quantum@eaglecapital.com
in linkedin.com/in/vital-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $56,064,551 | -- |
| Total | $56,064,551 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $56,064,551
Equity - Exchange:
20.7% Corporate - Investment Grade:
21.8% Cash:
27.8% Corporate - Non-Investment Grade:
18.0% U.S. Government/Agency:
11.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $395,479,818 | 20.7% |
| Corporate - Investment Grade | $416,495,654 | 21.8% |
| Cash | $531,127,485 | 27.8% |
| Corporate - Non-Investment Grade | $343,895,494 | 18.0% |
| U.S. Government/Agency | $223,532,070 | 11.7% |
| Total | $1,910,530,521 | 100.0% |