CRD: 125340
Cannistra Financial Advisors Inc.
$56.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
27 yrs Firm Age
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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
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
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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
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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 | -- |
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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% |