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Building 2CANTERBURY INVESTMENT MANAGEMENT, LLC

Map pinZIONSVILLE, IN
Phone317-732-2075
NotebookSEC #801-61876
Total AUM
$69.8M
Employees
2
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 E CEDAR ST
ZIONSVILLE
IN 46077
United States
Operating Hours
8:30 A.M. TO 4:30 P.M.
Monday - Friday
Phone
317-732-2075

ReceiptFinancials

Total AUM
$69.8M
Accounts
101
Discretionary
$66.5M
Accounts
86
Non-Discretionary
$3.4M
Accounts
15

ContactClients

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Individual Clients
29
AUM
$8.1M
HNW Individual Clients
16
AUM
$53.1M
Investment Company Clients
1
AUM
$8.4M
Investment Advisor Clients
2
AUM
$296.5K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILIN

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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