CANNON BEACH FINANCIAL ADVISORS of SAN RAMON, CA is an SEC-registered investment adviser (CRD 140959). Regulatory assets under management: $209.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Junmin Nmn Chang | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Gregory Stewart Rogers | PRESIDENT, CHIEF OPERATING OFFICER | — |
| MOORE-JONES OLIVIA SUSAN | PRESIDENT | — |
| CHANG JUNMIN NMN | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| GARCIA MAHNAZ NMN | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| ROGERS GREGORY STEWART | CHIEF OPERATING OFFICER; PRESIDENT; PRESIDENT, CHIEF OPERATING OFFICER | — |
| Junmin (Nmn) Chang | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BROOKLINE | MA | 1 | 617-277-9888 |
| CARY | NC | 1 | 888-839-9399 |
| BROOKLINE | MA | 1 | 617-277-9888 |
| CARY | NC | 1 | 888-839-9399 |