Canterbury Consulting Incorporated

Canterbury Consulting Incorporated (CRD# 22875) is a financial advisory firm headquartered in Newport Beach, CA. They manage $16,445,000,000 in 7,841 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,445
    MILLION
  • Total Number of Accounts
    7,841
    ACCOUNTS
  • Average Account Value
    $2,097,309
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, OR, WA

Financial Advisors at Canterbury Consulting Incorporated
Showing 1 - 10 of 19 top financial advisors.
1
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 29 years of experience in the finance industry.

2
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 18 years of experience in the finance industry.

3
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 10 years of experience in the finance industry.

4
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 14 years of experience in the finance industry.

5
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 36 years of experience in the finance industry.

6
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 12 years of experience in the finance industry.

7
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 11 years of experience in the finance industry.

8
Sean Touhey
CRD#: 4709448
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
93
Wealthminder
score

Sean Touhey (CRD# 4709448) 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.

9
Preet S. Chawla
CRD#: 6354055
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
90
Wealthminder
score

Preet Chawla (CRD# 6354055) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has 1 year of experience in the finance industry.

10
Alexander J. Cochran
CRD#: 5693490
660 Newport Center Drive, Suite 300, Newport Beach, CA 92660
90
Wealthminder
score

Alexander Cochran (CRD# 5693490) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has 1 year of experience in the finance industry.

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