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Cannon Beach Financial Advisors

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 29, 2016
    • $92.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 689
      Accounts
    • $133.8K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Other

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Greg Rogers, CFP®
November 2009
Junmin Chang
August 2006

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
      Source: None

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees