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CANBY FINANCIAL ADVISORS
CANBY FINANCIAL ADVISORS, LLC
CRD 338797 · SEC 801-134723
161 WORCESTER ROAD, SUITE 408, FRAMINGHAM, MA, 01701, United States
Phone
508-598-1082
Fax
508-598-1087
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$729.4M
Discretionary AUM
$622.8M
Team
11 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $62.9M |
| High net worth individuals | 184 | $559.7M |
| Pension/profit sharing plans | 8 | $106.8M |
States served
VT, CA, ME, MA, NY, NC, RI, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD