Canton Michael Francis is a large advisory firm based in St Charles. It manages $29.01 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona and Illinois.
Canton Michael Francis provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Canton Michael Francis is $29.01 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Canton Michael Francis for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Canton Michael Francis performs its advisory services is located at 41 W 671 Burlington Rd, St Charles, IL 60175, 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 630-584-4508 or by fax 630-584-7243. The normal business hours are 7am-4:30pm on Monday - Friday.