A complete list of active advisors currently associated with Cannoles Asset Management, Inc.

Warmer can help you find a great advisor at Cannoles Asset Management, Inc. or one who fits your needs even better.

Cannoles Asset Management, Inc. is a state-registered investment adviser that provides discretionary asset management and related financial planning calculations to individuals, families, and business clients. The firm manages client portfolios with ongoing monitoring, periodic rebalancing, and regular performance reporting. The firm’s investment process emphasizes fundamental analysis supported by third‑party research (including Weiss Research and Morningstar) and implements strategies using mutual funds, individual stocks and bonds with both long- and short-term holdings as appropriate. Portfolios are managed within client‑imposed restrictions on a discretionary basis, with account reviews conducted at least quarterly or annually. A distinctive feature is the firm’s affiliation with an accounting practice: its principals are licensed CPAs and maintain separate accounting businesses, and the brochure discloses they may devote a substantial portion of their time to non‑advisory services—a structure that is uncommon among peers. Although the firm’s staff have accounting credentials, the brochure states the firm does not provide tax advice and directs clients to tax professionals for tax‑specific guidance.

To learn more about the advisors currently working at Cannoles Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.