Canon Capital Investment Advisory

Canon Capital Investment Advisory (CRD# 109557) is a financial advisory firm headquartered in Hatfield, PA. They manage $180,818,871 in 1,038 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    1,038
    ACCOUNTS
  • Average Account Value
    $174,199
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, NC, NJ, NY, PA, TX

Financial Advisors at Canon Capital Investment Advisory
Showing 1 - 4 of 4 top financial advisors.
1
Charles K. Porter
CRD#: 4929477
2936 Funks Road, Hatfield, PA 19440
93
Wealthminder
score

Charles Porter (CRD# 4929477) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Hatfield, PA and has over 12 years of experience in the finance industry.

2
Peter J. Roland
CRD#: 1726474
199 Telford Pike, Telford, PA 18969
93
Wealthminder
score

Peter Roland (CRD# 1726474) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Telford, PA and has over 30 years of experience in the finance industry.

3
Roger Small
CRD#: 2678611
199 Telford Pike, Telford, PA 18969
93
Wealthminder
score

Roger Small (CRD# 2678611) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Telford, PA and has over 22 years of experience in the finance industry.

4
Patricia A. Webb
CRD#: 4332751
2936 Funks Road, Hatfield, PA 19440
93
Wealthminder
score

Patricia Webb (CRD# 4332751) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Hatfield, PA and has over 18 years of experience in the finance industry.

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