CANOPY 360 WEALTH, LLC

OCALA, Florida·3 registered advisors·CRD# 296771
SEC# 801-1134940(352) 369-1120
01

Firm Overview

AUM
$261M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CANOPY 360 WEALTH, LLC

3 registered advisors
Jamie Gump Losito
OCALA, Florida
CFP
Lance Montgomery Powers
OCALA, Florida
Russell Clay Lindsay
OCALA, Florida
05

Office Locations

OCALA, Florida
3 advisors

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Data sourced from SEC Form ADV filings. CANOPY 360 WEALTH, LLC (CRD# 296771) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.