Canon J. Price, Inc. (Beverly Hills)

Name: Canon J. Price, Inc.
Address: 9701 Wilshire Boulevard, Beverly Hills, CA, 90212
Telephone: 310-246-1200

Canon J. Price, Inc. is a large advisory firm based in Beverly Hills. It manages $93.22 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and New Hampshire.

Canon J. Price provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Canon J. Price: assets under management

The assets under management (AUM) of Canon J. Price, Inc. is $93.22 million. The firm's AUM has grown by 174% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.28 million in discretionary accounts and $52.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $457.76 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.08 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Canon J. Price, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Canon J. Price, Inc.

Canon Jill Price has been acting as President since 1 Jan 2003. Inc. Canon J. Price joined the executive team most recently as the Direct Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Canon Jill Price	President	1 Jan 2003	75% - 100%	2198859
Inc. Canon J. Price	Direct owner	1 Mar 2007	75% - 100%	124038

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Canon Jill Price	Owner	1 Oct 2002	75% - 100%	2198859

Based in Beverly Hills

The principal office where Canon J. Price, Inc. performs its advisory services is located at 9701 Wilshire Boulevard, Beverly Hills, CA 90212, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-246-1200 or by fax 310-246-5778. The normal business hours are 7:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.canonprice.com.