Lance
Cannon

Hood River Capital Management LLC

CRD#7397439
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Lance Cannon is a chartered financial analyst operating in Palm Beach Gardens, Florida with 2 years of industry experience. Cannon is an employee of Hood River Capital Management LLC. Their career trajectory has included roles at Hood River Capital Management LLC, Usdr, Celerity Partners, Tcw, Kayne Anderson Rudnick, Gps Capital Markets and University Of California, Los Angeles Anderson School Of Busines. Cannon is approved to work in Florida and Texas. Hood River Capital Management LLC is an advisory company that has its headquarters in Palm Beach Gardens, FL. The company has offices in four locations and a total of 16 advisors. It has $3 billion in assets between its 40 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 40 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees for financial advice largely are based on which service is provided. Fee types charged by Hood River Capital Management LLC likely include asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2373 Pga Boulevard Suite 200
Palm Beach Gardens, FL 33410

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Hood River Capital Management LLC Brokerage Details

Total Assets Under Management

$2,780,659,201

FL Average: $1,855,561,029
Total Number of Employees

16

FL Average: 62
Total Number of Accounts

40

FL Average: 2,474
Average Account Size

$69,516,480

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Lance Cannon Work History

Lance has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Hood River Capital Management LLC

2015 - 2018 (3 years)

Usdr

2014 - 2015 (1 year)

Celerity Partners

2014 - 2014 (< 1 year)

Tcw

2014 - 2014 (< 1 year)

Kayne Anderson Rudnick

2013 - 2015 (2 years)

University Of California, Los Angeles Anderson School Of Busines

2005 - 2013 (8 years)

Gps Capital Markets

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lance Cannon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hood River Capital Management LLC

Bradley Carpenter
Palm Beach Gardens, FL
Rohan Kumar
Palm Beach Gardens, FL
Shawn Elliott
Mckinney, TX
David Swank
Palm Beach Gardens, FL
Lance Cannon
Palm Beach Gardens, FL
Jay Dyer
Palm Beach Gardens, FL
Brian Smoluch
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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