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).
-
Total Assets Under Management6,615MILLION
-
Total Number of Accounts4,358ACCOUNTS
-
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
Emmett Shiras (CRD# 6417227) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 9 years of experience in the finance industry.
Brandon Stillman (CRD# 5526347) 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.
Sean Touhey (CRD# 4709448) 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.
Tiffany Tseng (CRD# 6909762) 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.
Nolan Wood (CRD# 3041549) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Seattle, WA and has over 25 years of experience in the finance industry.
Anthony Amador (CRD# 7437519) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has 1 year of experience in the finance industry.
Jared Arteaga (CRD# 7497343) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has 1 year of experience in the finance industry.
Christian Cruz (CRD# 7003549) 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.
Christian Escalante (CRD# 7437825) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 2 years of experience in the finance industry.
Kyle McIntyre (CRD# 7437471) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has 1 year of experience in the finance industry.