Canter Wealth
Canter Wealth (CRD# 167828) is a financial advisory firm headquartered in La Jolla, CA. They manage $302,045,491 in 310 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management302MILLION
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$974,340
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, OR, TX
Michael Bernier (CRD# 4804721) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 19 years of experience in the finance industry.
Andrew Canter (CRD# 4680954) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 19 years of experience in the finance industry.
Michael Canzone (CRD# 3188329) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 25 years of experience in the finance industry.
Babak Gahvari (CRD# 5252172) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 12 years of experience in the finance industry.
Joseph Kalmanovitz (CRD# 4492517) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 22 years of experience in the finance industry.
James Mellon (CRD# 5988957) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 11 years of experience in the finance industry.
Aiden Cox (CRD# 7374528) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 2 years of experience in the finance industry.