RIA Intelligence

CANTY FINANCIAL MANAGEMENT, INC.

CRD #118945 SEC #801-68026 BALLSTON SPA, NY 518-885-3230
SEC Registered
Total AUM
$205.7M
Discretionary
$191.6M
Employees
5
Clients
251
Accounts
911

AUM Over Time

DateMar 2025
Total AUM$205.7M
Discretionary$191.6M
Non-Disc.$14.2M
Employees5
Clients447
DateJan 2024
Total AUM$165.3M
Discretionary$152M
Non-Disc.$13.2M
Employees5
Clients436
DateMar 2023
Total AUM$140.6M
Discretionary$127.9M
Non-Disc.$12.7M
Employees3
Clients446
DateFeb 2022
Total AUM$152.2M
Discretionary$138.1M
Non-Disc.$14.1M
Employees4
Clients395
DateFeb 2021
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees4
Clients380
DateJun 2020
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees4
Clients360
DateFeb 2020
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees4
Clients360
DateMar 2019
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees3
Clients350
DateMar 2018
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees5
Clients331
DateFeb 2017
Total AUM$75.5M
Discretionary$75.5M
Non-Disc.$0
Employees5
Clients400
DateFeb 2016
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees5
Clients400
DateFeb 2015
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees6
Clients344
DateMar 2014
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees6
Clients333
DateFeb 2014
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees6
Clients333
DateJan 2013
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$0
Employees6
Clients311
DateApr 2012
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees1
Clients311
DateJan 2012
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees1
Clients311
DateJan 2012
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees1
Clients311
DateNov 2011
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees1
Clients335
DateMar 2010
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2007
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees5
Clients--
DateJun 2007
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees5
Clients--