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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 07-12-2006
- Office Locations
- 2
Office Locations
About Cannon Beach Financial Advisors
Cannon Beach Financial Advisors (founded 2006) provides integrated financial planning and portfolio management, helping clients map lifetime goals across life stages and market cycles. The team brings 25+ years of financial-services experience and applies disciplined asset allocation using vehicles such as ETFs and mutual funds, with planning that can extend to estate and business-succession needs. Custodies with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JUNMIN (NMN) CHANG
Chief Compliance Officer, Chief Executive Officer
- CRD
- #1996006
- Ownership
- 50% but less than 75%
GREGORY STEWART ROGERS
CHIEF OPERATING OFFICER, President
- CRD
- #4307070
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,753,207 | $390,838 |
| Non-Discretionary | $2,472,288 | $123,614 |
| Total | $209,225,495 | $381,103 |
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Separately Managed Accounts
Total SMA Asset: $209,225,495
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,209,936,657 | 40.0% |
| Cash | $987,055,522 | 12.3% |
| Equity - Exchange | $971,005,839 | 12.1% |
| U.S. Government/Agency | $2,856,843,625 | 35.6% |
| Total | $8,024,841,643 | 100.0% |