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CANNON BEACH FINANCIAL ADVISORS

CANNON BEACH CONSULTANTS INC

CRD 140959 · SEC 801-66973

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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2603 CAMINO RAMON, SUITE 416, SAN RAMON, CA, 94583, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$209.2M

Discretionary AUM

$206.8M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES

Client types

TypeClientsAUM
Individuals66$21.8M
High net worth individuals56$187.4M

States served

CA, LA, MA, NC, TX, NH

All web addresses on file

Official SEC filing: View on IAPD