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CANON ASSET MANAGEMENT ADVISORY, LLC
CRD 308833
6885 EAST COCHISE ROAD #205, PARADISE VALLEY, AZ, 85253, United States
Phone
480-707-1266
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$60.0M
Discretionary AUM
$60.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.0M |
| High net worth individuals | 26 | $56.0M |
Official SEC filing: View on IAPD