Cannon Beach Consultants Inc
● SEC registered since 2006CRD 140959SEC# 801-66973San Ramon, CA
Reg. AUM
$209.2M
Employees
2
Accounts
549
Location
San Ramon, CA
Cannon Beach Consultants Inc assets under management
Cannon Beach Consultants Inc is a registered investment adviser overseen by the SEC based in San Ramon, CA. The firm has been registered since 2006. It reports $209.2 million in regulatory assets under management and employs 2 people.
Cannon Beach Consultants Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Stewart Rogers Control | President, Chief Operating Officer | 50-75% | 2009 |
| Junmin (nmn) Chang Control | Chief Executive Officer, Chief Compliance Officer | 50-75% | 2006 |
Frequently asked questions
How much does Cannon Beach Consultants Inc manage?
Cannon Beach Consultants Inc reports $209.2 million in regulatory assets under management on its Form ADV.
How many employees does Cannon Beach Consultants Inc have?
Cannon Beach Consultants Inc reports 2 employees.
Where is Cannon Beach Consultants Inc located?
Cannon Beach Consultants Inc is based in San Ramon, CA and has been SEC-registered since 2006.
Does Cannon Beach Consultants Inc disclose fund performance?
Cannon Beach Consultants Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2603 Camino Ramon, Suite 416, San Ramon, CA 94583 |
| Phone | 888-839-9399 |
| Fax | 925-270-1011 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$209.2M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$209.2Mregulatory AUM
Discretionary $206.8MNon-discretionary $2.5M