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CRD#: 164011

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CANTOR FUND MANAGEMENT, LLC is located at 14502 N Dale Mabry Hwy Suite 229, Tampa, FL 33618. CANTOR FUND MANAGEMENT, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CANTOR FUND MANAGEMENT, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CANTOR FUND MANAGEMENT, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CANTOR FUND MANAGEMENT, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CANTOR FUND MANAGEMENT, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CANTOR FUND MANAGEMENT, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CANTOR FUND MANAGEMENT, LLC Comes From

Understanding the Statistics for CANTOR FUND MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
14502 N Dale Mabry Hwy Suite 229, Tampa, FL 33618
Phone Number
(727) 823-8161
Related websites
http://www.cantorfunds.com
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CANTOR, JOEL, ALANFOUNDER AND CHIEF EXECUTIVE OFFICER09/20151556258
STEFFENS, HOLLYVICE PRESIDENT OF OPERATIONS10/20156054278
CANTOR + PARTNERS LLCMANAGER04/2012
BECKER, GLENN, RICHARDPRESIDENT09/20156473443

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Advisor's working at CANTOR FUND MANAGEMENT, LLC

Natalie Weaver Stenehjem
AdvisorCheck Check Mark

Natalie Weaver Stenehjem

Natalie Virginia Weaver
IAR
RR
CRD#: 7006979
Location:
San Diego, CA 92115
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
7 years
View Profile
George Joseph Simon JR
AdvisorCheck Check Mark

George Joseph Simon JR

George Joseph Simon
IAR
RR
CRD#: 2571445
CFP®: Certified Financial Planner
Location:
Chesterfield, MO 63017
Company:
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Disclosures:
Experience:
29 years
View Profile
JC
AdvisorCheck Check Mark

Jodie Ann Cohen-potter

Jodie A Cohen, Jodie Ann Cohen, Jodie Ann Cohenpotter, Jodie Cohenpotter
IAR
RR
CRD#: 1155155
CFP®: Certified Financial Planner
Location:
Las Vegas, NV 89113
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
40 years
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