Canterbury Consulting Incorporated
Canterbury Consulting Incorporated (CRD# 22875) is a financial advisory firm headquartered in Newport Beach, CA. They manage $6,614,738,141 in 4,358 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management6,615MILLION
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Total Number of Accounts4,358ACCOUNTS
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Average Account Value$1,517,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, ID, NV, OH, OR, TN, TX, UT, WA
Brenden Meek (CRD# 7294247) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has 1 year of experience in the finance industry.
Brandyn Murray (CRD# 7207721) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 3 years of experience in the finance industry.
Mason Sorenson (CRD# 7855586) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has 1 year of experience in the finance industry.