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Canter Group, LLC

Member - The Canter Group, Llc Owns Canter Wealth Holdco That Subsequently Owns Canter WealthCanter Strategic Wealth Management, LLC

About Canter Group, LLC

Canter Group, LLC is listed as Member - The Canter Group, Llc Owns Canter Wealth Holdco That Subsequently Owns Canter Wealth at Canter Strategic Wealth Management, LLC in La Jolla, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Canter Strategic Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Canter Group, LLC work?

Canter Group, LLC is listed as Member - The Canter Group, Llc Owns Canter Wealth Holdco That Subsequently Owns Canter Wealth at Canter Strategic Wealth Management, LLC on SEC Form ADV.

How much of Canter Strategic Wealth Management, LLC does Canter Group, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Canter Strategic Wealth Management, LLC

TitleMember - The Canter Group, Llc Owns Canter Wealth Holdco That Subsequently Owns Canter Wealth
OwnershipOver 75%
Control personNo
Since2016
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