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Canny Capital Management, LLC

Canny Capital Management, LLC. CRD 169225

Canny Capital Management, LLC logo

CRD: 169225

Canny Capital Management, LLC

$4.6M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
11 yrs Firm Age

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Firm Details

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

Available
Available
Available
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Available
Available
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Custodian

Available

Investment Themes

Available

Services

Available

Technology

Available

Owner & Executives

ANDREW CLIFFORD BALKAM

ANDREW CLIFFORD BALKAM

Founder, President

CRD
#6253654
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

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

Locked Total SMA
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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