Peter B. Cannell & Co. Review

Trust Score 95%
Trust Score info_outline

Last updated: May 20th, 2019. Data source: SEC filings.

Peter B. Cannell & Co., federally registered in 1986, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 1 advisors. Peter B. Cannell & Co. manages $3.1 billion and provides investment advisory services for 1,386 clients (1:1386 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $2,000,000
Average Client Balance $2,257,896
Hybrid Advisor No
Disciplinary History No
Total AUM $3.1 billion
Advisor / Client Ratio 1:1386
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 106326)
State(s) Registered AZ, CA, CT, DE, DC, FL, GA, IL, ME, MD, MA, MN, NH, NJ, NM, NY, NC, PA, RI, TX, UT, VT, VA, WA, WY

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