Cantella & Co., Inc. is a large advisory firm based in Malden. It manages $1.7 billion of regulatory assets for 6,281 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Cantella & Co. provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cantella & Co., Inc. is $1.7 billion. The firm's AUM has grown by 2297% since the beginning of its operation, and $5.11 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cantella & Co., Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Jonathan Brooks Marston is individuals with 5,938 clients and $1.12 billion of assets under management. Among the 6 most similar advisory firms, Cantella & Co. has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.7 billion for 6,281 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Cantella & Co. doesn't advise any private funds.
The company employs 244 people that are either part- or full-time employees. 66 percent of the employees work as investment advisers or researchers. 160 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jonathan Brooks Marston has been acting as President since 1 Oct 2016. Lanstein & Co. Llc joined the executive team most recently as the Shareholder.
The principal office where Cantella & Co., Inc. performs its advisory services is located at 350 Main Street, 3 Rd Fl., Malden, MA 02148, which is also the mailing address of the firm. An additional office of the firm is in Vineland, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-521-8630 or by fax 617-521-8604. The normal business hours are 9:00am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at cantella.com.