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CANTERBURY INVESTMENT MANAGEMENT, LLC

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

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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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