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CANTERBURY INVESTMENT MANAGEMENT, LLC
Tel: 317-732-2075
23 E Cedar St Zionsville, Indiana 46077
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
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
Firm CRD#:
125680
SEC#:
801-61876
No. of Clients:
109
Assets under Management
$72,293,850
No. of Advisors:
3
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