K
CRD: 285233
Kanakaris AND Associates
Woodstock, GA, 30188
6784565400
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
2 Employees
62 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2016
- Office Locations
- 1
Office Locations
222 Creekstone Ridge Woodstock GA
About Kanakaris AND Associates
Kanakaris AND Associates is a Woodstock-based RIA. The firm has been operating for 10 years. Managing $7.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and TD Ameritrade. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
41 AVG AGE
$7.5M AVG AUM / ADVISOR
$121.3K AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Client Personas
Insight north
Investment Themes
Oak Vector harbor
Investment Vehicles
Summit focus
Services
Crest Timber ember Value focus Optima vector Insight atlas Peak quantum
Owner & Executives
M
MARK A KANAKARIS
Chief Compliance Officer, President
- CRD
- #6121214
- Ownership
- 75% or more
(738) 601-3560
crest.crest@northcapital.com
in linkedin.com/in/radial-timber
K
KIMBRA VICKERS
VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(536) 275-3172
element.bridge@unisoncapital.com
in linkedin.com/in/summit-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,518,209 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,518,209 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,518,209
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $576,414,974 | 100.0% |
| Total | $576,414,974 | 100.0% |