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CANTER STRATEGIC WEALTH MANAGEMENT, LLC
CANTER STRATEGIC WEALTH MANAGEMENT, LLC
CANTER WEALTH
LA JOLLA, California
·
7 registered advisors
·
CRD# 167828
SEC# 801-117802
0
858.812.7550
01
Firm Overview
AUM
$302M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Other: EDUCATIONAL SEMINARS
03
Specialties
Financial Planning
Investment Management
04
Advisors at CANTER STRATEGIC WEALTH MANAGEMENT, LLC
7 registered advisors
Andrew Edward Canter
LA JOLLA, California
CRD# 4680954
Babak Gahvari
LA JOLLA, California
CRD# 5252172
Eric Robert Mcmullen
LA JOLLA, California
CRD# 2304660
Isaac Gabriel Dixon
LA JOLLA, California
CRD# 4926736
John David Metzger
LA JOLLA, California
CRD# 5732696
Joseph Paul Kalmanovitz
LA JOLLA, California
CRD# 4492517
Megan J. Costigan
LA JOLLA, California
CRD# 7706359
05
Office Locations
LA JOLLA, California
7 advisors
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Data sourced from SEC Form ADV filings. CANTER STRATEGIC WEALTH MANAGEMENT, LLC (CRD# 167828) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.