Canterbury Consulting Incorporated
Canterbury Consulting Incorporated (CRD# 22875) is a financial advisory firm headquartered in Newport Beach, CA. They manage $6,614,738,141 in 4,358 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management6,615MILLION
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Total Number of Accounts4,358ACCOUNTS
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Average Account Value$1,517,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, ID, NV, OH, OR, TN, TX, UT, WA
Loren Asmus (CRD# 6061788) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Gallatin, TN and has over 11 years of experience in the finance industry.
Stuart Blair (CRD# 5517362) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 8 years of experience in the finance industry.
Debashis Chowdhury (CRD# 3146678) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 25 years of experience in the finance industry.
Donald Cluck (CRD# 863902) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 43 years of experience in the finance industry.
Michael Laven (CRD# 1497898) 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.
Jason Levey (CRD# 4793252) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 19 years of experience in the finance industry.
Donald Lopiccolo (CRD# 6029244) 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.
Jerry Montgomery (CRD# 1874730) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 22 years of experience in the finance industry.
Poorvi Parekh (CRD# 4901446) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 19 years of experience in the finance industry.
Erick Podwill (CRD# 7003541) 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.