$4.6M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-16-2015
- Office Locations
- 1
Office Locations
-- Brookyln NY
About Canny Capital Management, LLC
Canny Capital Management is an RIA registered in New York and Maryland serving retail clients with financial planning, insurance, and portfolio construction. Portfolios are primarily ETF-based with an index-fund orientation, with custody reported at Interactive Brokers.
Team overview
39 AVG AGE
$4.6M AVG AUM / ADVISOR
$157.2K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
ANDREW CLIFFORD BALKAM
Founder, President
- CRD
- #6253654
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,559,773 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,559,773 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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