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CANTERBURY CONSULTING INCORPORATED
NEWPORT BEACH, CA
949-721-9580
SEC #801-34756Total AUM
$45.9B
Employees
64Clients
172Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
610 NEWPORT CENTER DRIVE
SUITE 500
NEWPORT BEACH
CA 92660-6404
United States
SUITE 500
NEWPORT BEACH
CA 92660-6404
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
949-721-9580
Other Offices
2
Financials
Total AUM
$45.9B
Accounts
4,293Discretionary
$4.1B
Accounts
1,081Non-Discretionary
$41.7B
Accounts
3,212
Clients
HNW Individual Clients
100AUM
$39.7B
Pooled Vehicle Clients
14AUM
$1.8B
Pension/Profit Sharing Plan Clients
1AUM
$202.2M
Charitable Organization Clients
57AUM
$4.2B
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOFLIDNVOHORTNTXUTWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.