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Building 2CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

Map pinTUSCALOOSA, AL
Phone205-534-1310
NotebookSEC #801-134168
Total AUM
$132.1M
Employees
7
Clients
306

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
302 MERCHANTS WALK
SUITE 250
TUSCALOOSA
AL 35406
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
205-534-1310
Other Offices
1

ReceiptFinancials

Total AUM
$132.1M
Accounts
832
Discretionary
$132.1M
Accounts
832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
251
AUM
$43.3M
HNW Individual Clients
54
AUM
$85M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALAMSSCTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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