Canter Wealth Information
Contact top employees from
Canter Wealth
Summary
Canter Wealth is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at San Diego, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Canter Wealth varies between 5.0M and 25M. To connect with Canter Wealth employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Individual Wealth Planning, Institutional Wealth Management, Wealth Strategy Advising, Financial Services
DMA Code
San Diego County
Founded
2016
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2016 | Privately Held | 250 - 500 | 20M | $82.7M | |
| 2002 | Privately Held | 25 - 100 | 2M | $0 | |
| 2004 | - | 25 - 100 | 4.9M | $0 | |
| 1991 | - | 10-50 | - | $- | |
| 2019 | - | 10-50 | - | $- |
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Canter Wealth shows a diverse range of experience levels:
20% for 1–2 years10% for 3–4 years40% for 5–7 years30% for 8–10 yearsContact top employees from
Canter Wealth
Luke Podbury
Wealth Advisor
Michael Canzone
Wealth Advisor
Jim Mellon
Wealth Advisor
Michael Roy
Professional
Bobby Gahvari
Managing Partner
Landon Flynn
Head of Financial Education
Jaron Beach
Wealth Advisor
Joseph Kalmanovitz
CCO, Head of Financial Planning and Portfolio Management
Similar Companies
FAQ
Canter Wealth operates in the Financial Services industries. More details can be found on the official website: canterwealth.com.
The headquarters of Canter Wealth are located in La Jolla, United States.
You can contact Canter Wealth by phone at 858.812.7550.
Canter Wealth currently employs 1-10 people.
Canter Wealth's revenue is approximately 6M.
Well-known competitors of Canter Wealth include Facet, Bradley Wealth, Roche Financial Partners and Signature Wealth.
