Canon Capital Investment Advisory is a leading investment advisory firm headquartered in Harleysville, PA, with two strategically located offices. With a team of seven highly skilled professionals, they offer comprehensive investment advisory services to a diverse clientele. The firm boasts an impressive average of $25,680,000 in assets under management per investment advisor, reflecting their expertise in managing substantial portfolios.
Canon Capital Investment Advisory's compensation structure is tailored to meet the unique needs of their clients. They offer various types of compensation, including a percentage of assets under...
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Assets Under Mgmt
$179.77M
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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