CANTERBURY INVESTMENT MANAGEMENT, LLC - Financial Advisor in Indiana, Zionsville

Tel: 317-732-2075 23 E Cedar St Zionsville, Indiana 46077

About CANTERBURY INVESTMENT MANAGEMENT, LLC

CANTERBURY INVESTMENT MANAGEMENT, LLC is a Zionsville, Indiana based financial advisory firm with nearly $72,293,850 in assets under management and provides investment advisory services for 109 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

125680

Firm SEC#:

801-61876

Assets Under Management:

$72,293,850

No. of Clients:

109

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Indiana?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Indiana, Zionsville

FirmCRD#:325374

SEC#:801-132062

No. of Advisors:2

No. of Clients:544

AUM:$116,547,005

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

HOBBS WEALTH MANAGEMENT

325374

801-132062

544

$116,547,005

Explore More Financial Advisor Firms in Zionsville, Indiana >>