Canon Capital Investment Advisory

Canon Capital Investment Advisory (CRD# 109557) is a financial advisory firm headquartered in Hatfield, PA. They manage $152,426,471 in 783 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    783
    ACCOUNTS
  • Average Account Value
    $194,670
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, 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 11 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 29 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 21 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 17 years of experience in the finance industry.

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