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CANTERBURY CONSULTING INCORPORATED

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

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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

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

Firm CRD#:

22875

SEC#:

801-34756

No. of Clients:

4358

Assets under Management

$6,614,738,141

No. of Advisors:

72

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