|Cannon Beach Consultants is a RIA based in San Ramon, CA with $113M in AUM and with 3 advisors nationwide.|
|Gregory Stewart Rogers||Nov 2009|
|Olivia Susan Moore-Jones||Aug 2006|
|Junmin (Nmn) Chang||Aug 2006|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Olivia Susan Moore-Jones (25% to 50%)
- Junmin (Nmn) Chang (25% to 50%)
- Gregory Stewart Rogers (25% to 50%)
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Olivia Susan Moore-Jones||President||08/01/2006|
|Junmin (Nmn) Chang||Chief Executive Officer / Chief Compliance Officer||08/01/2006|
|Gregory Stewart Rogers||Chief Operating Officer||10/01/2009|
No firm affiliates listed.
12647 Alcosta Blvd.
San Ramon , CA 94583
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees