Canaan Investment Management
RIASEC Registered
Total AUM
$14.6M
Discretionary
$9.6M
66% of AUM
Avg account
$192K
Accounts
76
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 306125
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.64%
- Individuals17.36%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Canaan Investment Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based wealth management for individuals and families, providing financial planning and portfolio management for individuals and small businesses. Canaan charges a percentage-of-AUM fee and does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds40%
Contacts
1 of 1
Iyad Fattoum
PrincipalCRD 6402128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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