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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-14-2002
- Office Locations
- 1
Office Locations
About Cannoles Asset Management, Inc.
Cannoles Asset Management is a Dallas-Ft. Worth area, fee-only RIA providing integrated financial planning and discretionary investment management for successful individuals and families with complex needs. The firm emphasizes unbiased advice (no commissions) and ongoing plan updates, typically implementing diversified asset-allocation portfolios using ETFs and high-quality corporate and U.S. government bonds. Client accounts are custodied at Charles Schwab.
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Owner & Executives
GORDON LEROY CANNOLES II
CPA, President
- CRD
- #3234685
- Ownership
- 50% but less than 75%
ALFRED DAVID CARROLL JR
Vice President
- CRD
- #5103003
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,750,494 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,750,494 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,750,494
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,007,511,110 | 35.3% |
| U.S. Government/Agency | $841,971,041 | 29.5% |
| Cash | $1,004,656,970 | 35.2% |
| Total | $2,854,139,121 | 100.0% |