Cannell & Co
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Overview
Cannell & Co operates as a financial advisor firm that has its headquarters in New York, New York. Cannell & Co oversees $3.6 billion in assets over 1,565 accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). Cannell & Co has a small group, including 10 financial advisors. Cannell & Co is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets like bonds, equities and options.
Cannell & Co manages all of its accounts in a discretionary manner. Discretionary management signifies that transaction decisions are made by a portfolio manager without needing to seek the customer's authorization. Cannell & Co supervises an average of $2.3 million in assets for every account. The typical advisor at Cannell & Co manages about 157 client accounts.
Cannell & Co's headquarters is at 545 Madison Avenue, New York, New York 10022. The company is registered to provide services to customers across 26 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cannell & Co by the Numbers
$3.6 billion
23
1,565
$2.3 million
Fee Structure
Fees charged by financial advisors usually are based on the type of financial services provided. Fee types charged by the firm may include the following fee structures: asset-based or fixed. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a broad range of clients. The company works with retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 1,565 customers, Cannell & Co's largest client group by number of accounts is retail investors, though it also serves 366 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 23.39%
- Other Individuals - 72.27%
- Corporations - 2.17%
- Charitable Organizations - 2.17%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Cannell & Co
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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