Cantlon Michael Francis is a large advisory firm based in St Charles. It manages $46.75 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.
Cantlon Michael Francis provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cantlon Michael Francis is $46.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cantlon Michael Francis for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Cantlon Michael Francis is owned by Michael Francis Cantlon. Thomas Edward Guyett joined the executive team most recently as the Chief Compliance Officer.
The principal office where Cantlon Michael Francis performs its advisory services is located at 41 W 671 Burlington Rd, St Charles, IL 60175, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 630-584-4508 or by fax 630-584-7243. The normal business hours are 8:30am-4:00pm on Monday - Friday.