Canter Wealth

RIASEC Registered
Total AUM
$386M
Discretionary
$386M
100% of AUM
Avg account
$1.4M
Accounts
280
Employees
12
Advisory reps
8

Firm details

Headquarters
La Jolla, California
CRD number
167828
Registered since
December 17, 2019
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI78.42%
  • Individuals21.41%
  • Charitable Organizations0.17%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Canter Wealth is an independent registered investment adviser organized as an LLC that is SEC registered (2019). The firm describes itself as a capital allocator serving individuals, families and some institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee types. Canter Wealth reports being an active ESG investor and maintains an industry affiliation as a real estate broker. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 42%, State & Local Bonds 2%, Cash & Cash Equivalents 2%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities42%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

La Jolla, CA

San Diego

Location

La Jolla, CA

Headquartered in La Jolla, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
7825 Fay Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth