Canter Wealth Holdco, LLC is listed as Owner at Canter Strategic Wealth Management, LLC in La Jolla, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Canter Strategic Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Canter Wealth Holdco, LLC work?
Canter Wealth Holdco, LLC is listed as Owner at Canter Strategic Wealth Management, LLC on SEC Form ADV.
How much of Canter Strategic Wealth Management, LLC does Canter Wealth Holdco, LLC own?
Form ADV reports a beneficial ownership band of 50-75%.