Canter Strategic Wealth Management, LLC is an adviser based in La Jolla. It manages $8.94 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.
Canter Strategic Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm also engages as institutional capital placement.
The assets under management (AUM) of Canter Strategic Wealth Management, LLC is $8.94 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Canter Strategic Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Canter Strategic Wealth Management is individuals with 13 clients and $5.19 million of assets under management. Among the 4 most similar advisory firms, Canter Strategic Wealth Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $5.19 million for 13 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Canter Strategic Wealth Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Canter Strategic Wealth Management, LLC performs its advisory services is located at 7825 Fay Ave, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (858) 454-2238 or by fax (858) 454-2239. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at canterwealth.com/.