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About Cannoles Asset Management, Inc.
Cannoles Asset Management, Inc. (CAM) is a leading financial advisory firm committed to helping clients achieve their long-term financial goals. With over 20 years of experience in the financial industry, CAM has built a reputation as a trusted financial expert and advisor.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice based on each client’s unique financial goals and risk tolerance.
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning.
- Employs a team of knowledgeable and experienced advisors dedicated to helping clients succeed.
- Strives to build long-term relationships with clients and provide ongoing support and guidance.
Facts and Insights
CAM is a registered investment advisor with the Securities and Exchange Commission (SEC) and serves clients throughout the United States. As of 2021, the firm manages approximately $500 million in assets under management (AUM). CAM’s team of advisors consists of highly qualified and experienced professionals who are committed to providing top-notch financial advice and services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2001 | $500 million | 10+ |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Education Planning
- Insurance Planning
Client Types:
CAM serves a diverse group of clients, including high-net-worth individuals, families, and small business owners. The firm also works with institutions such as trusts, endowments, and foundations.
Fees & Compensation:
CAM follows a fee-only compensation structure, which means that the firm does not earn any commissions from recommending specific investments. Instead, clients pay a fee based on a percentage of their assets under management, ensuring that the advisors’ interests align with their clients’ goals.
Background:
CAM was founded in 2001 by John Cannoles, a seasoned financial advisor with over 30 years of experience in the industry. Under his leadership, the firm has grown and evolved, expanding its services and client base.
Financial Advisor Disclosures to Know:
CAM takes transparency seriously and abides by all regulations set by the SEC. The firm has a clean record with no disciplinary actions or sanctions. Clients can trust that their advisors at CAM have their best interests at heart and are committed to providing ethical and responsible financial advice.