CANBY FINANCIAL ADVISORS, LLC
Doing business as CANBY FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$729,447,855
Discretionary
$622,842,785
Non-discretionary
$106,605,070
Firm details
- CRD number
- 338797
- SEC file number
- 801-134723
- Main office
- FRAMINGHAM, MA, United States
- Employees
- 11
- SEC status
- Approved
- Website
- https://canbyfinancial.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.