CANNON WEALTH MANAGEMENT SERVICES - Financial Advisor in North Carolina, Winston Salem

Tel: 336-231-6844 2160 Country Club Road Winston Salem, North Carolina 27104

About CANNON WEALTH MANAGEMENT SERVICES

CANNON WEALTH MANAGEMENT SERVICES is a Winston Salem, North Carolina based financial advisory firm with nearly $213,118,947 in assets under management and provides investment advisory services for 967 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

323302

Firm SEC#:

801-126703

Assets Under Management:

$213,118,947

No. of Clients:

967

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in North Carolina?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in North Carolina, Winston Salem

FirmCRD#:104855

SEC#:801-14487

No. of Advisors:20

No. of Clients:2879

AUM:$3,614,716,454

FirmCRD#:105710

SEC#:801-31437

No. of Advisors:17

No. of Clients:1039

AUM:$1,244,346,361

FirmCRD#:111077

SEC#:801-58281

No. of Advisors:8

No. of Clients:1255

AUM:$956,721,696

FirmCRD#:150748

SEC#:801-70341

No. of Advisors:8

No. of Clients:724

AUM:$338,986,163

FirmCRD#:114471

SEC#:801-60460

No. of Advisors:5

No. of Clients:1280

AUM:$307,249,000

FirmCRD#:159911

SEC#:801-119057

No. of Advisors:5

No. of Clients:496

AUM:$205,995,647

FirmCRD#:158798

SEC#:801-113778

No. of Advisors:8

No. of Clients:1073

AUM:$177,764,684

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

SALEM INVESTMENT COUNSELORS INC

104855

801-14487

2879

$3,614,716,454

SHEETS SMITH WEALTH MANAGEMENT

105710

801-31437

1039

$1,244,346,361

ARBOR INVESTMENT ADVISORS

111077

801-58281

1255

$956,721,696

TIMONIER

150748

801-70341

724

$338,986,163

THREE MAGNOLIAS FINANCIAL ADVISORS

114471

801-60460

1280

$307,249,000

CASSIA CAPITAL PARTNERS LLC

159911

801-119057

496

$205,995,647

HORIZON FINANCIAL SERVICES, LLC

158798

801-113778

1073

$177,764,684

Explore More Financial Advisor Firms in Winston Salem, North Carolina >>