Noah
Greenbaum
Canal Capital Management, LLC
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About this Advisor
Noah Greenbaum is a financial advisor who works out of Richmond, Virginia who has 11 years of industry experience. Greenbaum is on the advisory team at Canal Capital Management, LLC. Throughout their career, Greenbaum has worked at Canal Capital Management, LLC, Haxall Point Partners, LLC, Haxall Point Ii, Gp LLC, Hp Mh I Gp, LLC, Haxall Institutional Partners Ii, Haxall Institutional Partners I, Haxall Point Iii Gp, LLC and Purshe Kaplan Sterling Investments. Greenbaum holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Canal Capital Management, LLC is a business based in Richmond, VA. It oversees $917 million in assets among its 1,683 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 1,683 accounts, 62% are held by high-net-worth clients who have greater than $1 million in investable assets. Canal Capital Management, LLC provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees for financial advisory services largely vary depending on the services. Fees billed by Canal Capital Management, LLC most likely consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Canal Capital Management, LLC Brokerage Details
$916,863,771
10
1,683
$544,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Noah Greenbaum Work History
Noah has been registered as a financial advisor for 11 years.*
Haxall Point Iii Gp, LLC
Haxall Institutional Partners Ii
Haxall Institutional Partners I
Hp Mh I Gp, LLC
Haxall Point Ii, Gp LLC
Haxall Point Partners, LLC
Canal Capital Management, LLC
Purshe Kaplan Sterling Investments
*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 Noah Greenbaum 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 Canal Capital Management, LLC
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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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