Canopy 360 Wealth, LLC
Canopy 360 Wealth, LLC (CRD# 296771) is a financial advisory firm headquartered in Ocala, FL. They manage $260,628,490 in 772 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management261MILLION
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Total Number of Accounts772ACCOUNTS
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Average Account Value$337,602
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
Russell Lindsay (CRD# 5048368) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has over 18 years of experience in the finance industry.
Jamie Losito (CRD# 5988247) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has over 9 years of experience in the finance industry.
Lance Powers (CRD# 5607722) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has over 15 years of experience in the finance industry.
Tatyana Kozlovska (CRD# 7726790) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has 1 year of experience in the finance industry.