$60.0M Total AUM
$60.0M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-07-2020
- Office Locations
- 1
Office Locations
6885 East Cochise Road #205 Paradise Valley AZ
About Canon Asset Management Advisory, LLC
Canon Asset Management Advisory, LLC is a Paradise Valley-based RIA. The firm has been operating for 6 years. Managing $60.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$60.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Services
Available
Owner & Executives
G
GEORGE MICHAEL HOSTAL JR.
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #4439763
- Ownership
- 50% but less than 75%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,000,000 | -- |
| Non-Discretionary | $25,000 | -- |
| Total | $60,025,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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