CANTER WEALTH of LA JOLLA, CA is an SEC-registered investment adviser (CRD 167828). Regulatory assets under management: $386.5M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Andrew Edward Canter | MEMBER - ANDREW E. CANTER, THROUGH A TRUST, OWNS CANTER HOLDINGS, LLC; PRINCIPAL AND PRESIDENT | — |
| Babak Gahvari | MANAGING PARTNER / OWNER | — |
| Joseph Paul Kalmanovitz | CHIEF COMPLIANCE OFFICER | — |
| Megan J Costigan | DIRECTOR OF MARKETING | — |
| CANTER STEPHEN EDWARD | CHIEF COMPLIANCE OFFICER (MANAGING MEMBER); INDIRECT OWNER; MEMBER - ANDREW E. CANTER, THROUGH A TRUST, OWNS CANTER HOLDINGS, LLC (+1 more) | — |
| COSTIGAN JOSEPH J | DIRECTOR OF MARKETING | — |
| KALMANOVITZ JOSEPH PAUL | CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING | — |
| METZGER JOHN DAVID | MANAGING DIRECTOR | — |
| DIXON ISAAC GABRIEL | MANAGING MEMBER; PARTNER / OWNER | — |
| MCMULLEN ERIC ROBERT | MANAGING DIRECTOR CCO | — |
| DIXON ISAAC G | MANAGING MEMBER | — |
| BUCHNER TODD ALLEN | MANAGING PARTNER; SHAREHOLDER - BXC PARTNERS, INC. | — |
| GAHVARI BABAK | MANAGING DIRECTOR; MANAGING PARTNER / OWNER | — |
| Megan J. Costigan | DIRECTOR OF MARKETING | — |