Wesley Golby is a CFA-designated registered investment advisor at Seven Canyons Advisors, LLC, based in Hudson, NY, with 11 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seven Canyons does not have standard investment management fee schedules for separately managed accounts or client-tailored strategies. Fees are negotiated individually with each client.
Location
Hudson, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wesley is the managing member and 100% equity owner of Ramshackle Properties, LLC, a hotel operator. He spends about a quarter of his time on this business, overseeing financial operations and directing the management team.
Employment History
Current Registrations
Seven Canyons Advisors, LLC
Previous Registrations
Seven Canyons Advisors, LLC
Fleckenstein Capital, INC.
S Squared Technology CORP
State Registrations1 state
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