CRD: 118945
Canty Financial Management, Inc.
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 06-14-2007
- Office Locations
- 1
Office Locations
About Canty Financial Management, Inc.
Canty Financial provides integrated wealth management for individuals and families with $500k+ investable assets, combining long-term, goals-based portfolio management with retirement, estate and cash-flow planning plus proactive tax planning and income tax preparation. The firm emphasizes disciplined, tax-aware decision-making over market timing and offers a Financial Roadmap planning/budgeting tool to help clients track goals and cash flows.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM JOSEPH CANTY
Chief Compliance Officer
- CRD
- #2663724
- Ownership
- 75% or more
EDWARD JOSEPH CANTY
Financial Planner, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #6923177
- Ownership
- 5% but less than 10%
Capital fusion
Glacier fusion
- CRD
- #87896
- Ownership
- 34.2%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $239,034,669 | $573,225 |
| Non-Discretionary | $14,938,240 | $497,941 |
| Total | $253,972,909 | $568,172 |
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Separately Managed Accounts
Total SMA Asset: $253,972,909
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,101,718,662 | 51.0% |
| Cash | $2,128,630,455 | 35.0% |
| Public Funds | $851,452,182 | 14.0% |
| Total | $6,081,801,299 | 100.0% |