| Name | Title | Ownership | Since |
|---|---|---|---|
| Babak Gahvari Control | Managing Partner / Owner | 5-10% | 2017 |
| Canter Wealth Holdco, LLC Control | Owner | 50-75% | 2016 |
| Joseph Paul Kalmanovitz Control | Chief Compliance Officer | Under 5% | 2018 |
Canter Strategic Wealth Management, LLC reports $275.8 million in regulatory assets under management on its Form ADV.
Canter Strategic Wealth Management, LLC reports 11 employees.
Canter Strategic Wealth Management, LLC is based in La Jolla, CA and has been SEC-registered since 2019.
Canter Strategic Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7825 Fay Avenue, Suite 140, La Jolla, CA 92037 |
| Phone | 858-812-7550 |
| Fax | 858-923-5815 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $275.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $275.8M |