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Price, Canon Jill (Beverly Hills)


Price, Canon Jill is an internet adviser based in Beverly Hills. It manages $17 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California and New Hampshire.

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

Price, Canon Jill: assets under management

The assets under management (AUM) of Price, Canon Jill is $17 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $161.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Price, Canon Jill for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Beverly Hills

The principal office where Price, Canon Jill performs its advisory services is located at 499 North Canon Drive, Beverly Hills, CA 90210, 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 310-887-3625 or by fax 310-887-3626. 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.


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