CANTERBURY CONSULTING INCORPORATED - Financial Advisor in California, Newport Beach

Tel: 949-721-9580 610 Newport Center Drive Suite 500 Newport Beach, California 92660-6404

About CANTERBURY CONSULTING INCORPORATED

CANTERBURY CONSULTING INCORPORATED is a Newport Beach, California based financial advisory firm with nearly $6,614,738,141 in assets under management and provides investment advisory services for 4358 clients. There are currently 72 financial advisors at the firm.

General Information

Firm CRD#:

22875

Firm SEC#:

801-34756

Assets Under Management:

$6,614,738,141

No. of Clients:

4358

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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