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Cannon Beach Consultants Inc

● SEC registered since 2006CRD 140959SEC# 801-66973San Ramon, CA
Export (members)
Reg. AUM
$175.7M
Employees
2
Accounts
558
Location
San Ramon, CA

Cannon Beach Consultants Inc assets under management

Cannon Beach Consultants Inc is a registered investment adviser overseen by the SEC based in San Ramon, CA. The firm has been registered since 2006. It reports $175.7 million in regulatory assets under management and employs 2 people.

Cannon Beach Consultants Inc owners & executives

2 reported
NameTitleOwnershipSince
Gregory Stewart Rogers ControlPresident, Chief Operating Officer50-75%2009
Junmin (nmn) Chang ControlChief Executive Officer, Chief Compliance Officer50-75%2006

Frequently asked questions

How much does Cannon Beach Consultants Inc manage?

Cannon Beach Consultants Inc reports $175.7 million in regulatory assets under management on its Form ADV.

How many employees does Cannon Beach Consultants Inc have?

Cannon Beach Consultants Inc reports 2 employees.

Where is Cannon Beach Consultants Inc located?

Cannon Beach Consultants Inc is based in San Ramon, CA and has been SEC-registered since 2006.

Does Cannon Beach Consultants Inc disclose fund performance?

Cannon Beach Consultants Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2603 Camino Ramon, Suite 416, San Ramon, CA 94583
Phone888-839-9399
Fax925-270-1011
Office hours8:30 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$173.7M
Non-discretionary$2M
Total (RAUM)$175.7M