Canterbury Consulting Incorporated

Canterbury Consulting Incorporated (CRD# 22875) is a financial advisory firm headquartered in Newport Beach, CA. They manage $17,159,525,223 in 7,986 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,160
    MILLION
  • Total Number of Accounts
    7,986
    ACCOUNTS
  • Average Account Value
    $2,148,701
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, OH, OR, TX, WA

Financial Advisors at Canterbury Consulting Incorporated
Showing 1 - 10 of 23 top financial advisors.
1
Loren Asmus
CRD#: 6061788
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
96
Wealthminder
score

Loren Asmus (CRD# 6061788) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 5 years of experience in the finance industry.

2
Michael S. Laven
CRD#: 1497898
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
96
Wealthminder
score

Michael Laven (CRD# 1497898) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 31 years of experience in the finance industry.

3
Nolan C. Wood
CRD#: 3041549
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
96
Wealthminder
score

Nolan Wood (CRD# 3041549) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 20 years of experience in the finance industry.

4
Alexis M. Barber
CRD#: 5023570
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Alexis Barber (CRD# 5023570) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 12 years of experience in the finance industry.

5
Chad G. Bollenbach
CRD#: 4486843
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Chad Bollenbach (CRD# 4486843) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 16 years of experience in the finance industry.

6
Donald R. Cluck
CRD#: 863902
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Donald Cluck (CRD# 863902) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 38 years of experience in the finance industry.

7
Jason E. Levey
CRD#: 4793252
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Jason Levey (CRD# 4793252) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 13 years of experience in the finance industry.

8
Donald P. Lopiccolo
CRD#: 6029244
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Donald Lopiccolo (CRD# 6029244) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 6 years of experience in the finance industry.

9
Poorvi R. Parekh
CRD#: 4901446
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Poorvi Parekh (CRD# 4901446) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 13 years of experience in the finance industry.

10
Emmett L. Shiras
CRD#: 6417227
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Emmett Shiras (CRD# 6417227) 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.

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