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George Hostal

14 Years of Experience
Paradise Valley, AZ

George Hostal is a registered investment advisor at Canon Asset Management Advisory, LLC, based in Paradise Valley, AZ, with 14 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 46 clients with $56M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$56.0M
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Location

6885 East Cochise Road #205, Paradise Valley, AZ, 85253

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

George works as an investment advisor and financial advisor for MSH Capital Advisors, providing financial advice to clients. He dedicates about 10-20% of his time to this role.

Employment History
Current Registrations
Canon Asset Management Advisory, LLC
May 2020 - Present · 6 yrs
Previous Registrations
Canon Asset Management Advisory, LLC
May 2020 - December 2024 · 4 yrs 7 mos
Msh Capital Advisors LLC
January 2017 - September 2020 · 3 yrs 8 mos
M. S. Howells & CO.Broker
January 2017 - September 2020 · 3 yrs 8 mos
Cliftonlarsonallen Wealth Advisors, LLCBroker
August 2013 - January 2017 · 3 yrs 5 mos
Cliftonlarsonallen Wealth Advisors, LLC
July 2013 - January 2017 · 3 yrs 6 mos
Banc One Securities Corporation
January 2004 - February 2006 · 2 yrs 1 mo
Banc One Securities CorporationBroker
October 2003 - February 2006 · 2 yrs 4 mos
State Registrations1 state
AZ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.