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Building 2CANTERBURY WEALTH ADVISORS, LLC

Map pinLAS VEGAS, NV
Phone(702) 505-8073
NotebookSEC #801-47164
Total AUM
$117.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4465 SOUTH JONES BOULEVARD
LAS VEGAS
NV 89103
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(702) 505-8073

ReceiptFinancials

Total AUM
$117.6M
Accounts
328
Discretionary
$0
Accounts
0
Non-Discretionary
$117.6M
Accounts
328

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLMNNCNDNENHNVSDUT

HandshakeAffiliates

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

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