| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Francis Cantlon Control | Owner | 10-25% | 1983 |
| Robert Thomas Gephart Control | Owner -Chief Compliance Officer | 25-50% | 2015 |
| Thomas Edward Guyett Control | Owner | 25-50% | 2005 |
Cantlon Financial Planning LLC reports $113.1 million in regulatory assets under management on its Form ADV.
Cantlon Financial Planning LLC reports 3 employees.
Cantlon Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 630-584-4508 |
| Office hours | 8:30a.m.-4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $113.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $113.1M |