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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-28-2013
- Office Locations
- 1
Office Locations
About Canter Wealth
Canter Wealth is a La Jolla, CA RIA providing goals-based financial planning and discretionary portfolio management for individuals and families navigating major life milestones. The firm advises on retirement, tax and estate planning, and insurance decisions, and commonly implements portfolios with mutual funds and ETFs. Custodied at Charles Schwab & Co., and featured in outlets including Forbes and Bloomberg.
Team overview
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Asset Classes
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Custodian
Fund Managers
Investment Themes
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Technology
Owner & Executives
BABAK GAHVARI
Advisor, Managing Partner, Owner
- CRD
- #5252172
- Ownership
- 5% but less than 10%
Megan J. Costigan
Director, DIRECTOR OF MARKETING
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ANDREW EDWARD CANTER
Principal
- CRD
- #4680954
MICHAEL ANTHONY CANZONE
Wealth Advisor
- CRD
- #3188329
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,473,556 | $1,380,263 |
| Non-Discretionary | $0 | -- |
| Total | $386,473,556 | $1,380,263 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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