Canon J. Price, Inc. is a large advisory firm based in Beverly Hills. It manages $93.22 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and New Hampshire.
Canon J. Price provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Canon J. Price, Inc. is $93.22 million. The firm's AUM has grown by 174% 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 Canon J. Price, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Canon Jill Price has been acting as President since 1 Jan 2003. Inc. Canon J. Price joined the executive team most recently as the Direct Owner.
The principal office where Canon J. Price, Inc. performs its advisory services is located at 9701 Wilshire Boulevard, Beverly Hills, CA 90212, 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 310-246-1200 or by fax 310-246-5778. The normal business hours are 7:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.canonprice.com.