Home  >  BrightScope Advisor Pages  >  Cannon Beach Financial Advisors

help text

Cannon Beach Financial Advisors

Cannon Beach Financial Advisors is a RIA based in San Ramon, CA with $114M in AUM and with 2 advisors nationwide.

Advisors (2)

help text
Name Start Date
Junmin Chang Aug 2006
Greg Rogers, CFP® Nov 2009
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

help text
$114.1M
Total Assets
772
Accounts
$147.8K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*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.

Ownership

help text

*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.

Executives and Control Persons

help text
Name Title Tenure Date
Olivia Susan Moore-Jones President 08/01/2006
Junmin Chang Chief Executive Officer / Chief Compliance Officer 08/01/2006
Greg Rogers, CFP® Chief Operating Officer 10/01/2009

Affiliated Investment Advisors and Broker Dealers

help text

No firm affiliates listed.

Principal Office & Place of Business

help text

Principal Office

Address:
2603 Camino Ramon
San Ramon , CA 94583
Phone Number: 888-839-9399
Other Offices Address City State Zip
2033 Gateway Place San Jose CA 95110
1330 Beacon Street Brookline MA 02446

Firm Compensation Arrangements

help text

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees