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).

Current Firm Details
610 Newport Center Drive, Suite 500, Newport Beach, CA 92660
http://www.canterburyconsulting.com
By the Numbers
  • Total Assets Under Management
    6,615
    MILLION
  • Total Number of Accounts
    4,358
    ACCOUNTS
  • Average Account Value
    $1,517,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, NV, OH, OR, TN, TX, UT, WA

Financial Advisors at Canterbury Consulting Incorporated
Showing 21 - 22 of 22 top financial advisors.
21
Brenden Meek, financial advisor Newport Beach CA
Brenden O. Meek
CRD#: 7294247
610 Newport Center Drive, Suite 500, Newport Beach, CA 92660

Brenden Meek (CRD# 7294247) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has 1 year of experience in the finance industry.

22
Brandyn Murray, financial advisor Newport Beach CA
Brandyn M. Murray
CRD#: 7207721
610 Newport Center Drive, Suite 500, Newport Beach, CA 92660

Brandyn Murray (CRD# 7207721) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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