Kanon Bloch Carre

Kanon Bloch Carre (CRD# 145988) is a financial advisory firm headquartered in Norwell, MA. They manage $10,695,265 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $198,060
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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.

MA, NH

Financial Advisors at Kanon Bloch Carre
Showing 1 - 1 of 1 top financial advisors.
1
Robert P. McCarthy
CRD#: 4346871
Hanson, MA
87
Wealthminder
score

Robert McCarthy (CRD# 4346871) is an Investment Advisor Representative working at Kanon Bloch Carre in Hanson, MA and has 1 year of experience in the finance industry.

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