Unclaimed Profile

Amy Michelle Gratteau

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California

CANTERBURY CONSULTING INCORPORATED

660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 2986612Firm CRD# 22875

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Michelle Gratteau · NEWPORT BEACH, CA

Registration

CRD #2986612 · CANTERBURY CONSULTING INCORPORATED

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Amy Michelle Gratteau is a registered financial advisor based in NEWPORT BEACH, California, affiliated with CANTERBURY CONSULTING INCORPORATED. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CANTERBURY CONSULTING INCORPORATED

AUM

$6.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CANTERBURY CONSULTING INCORPORATED →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2986612

Firm CRD# 22875

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Michelle Gratteau offer?

Amy Michelle Gratteau specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Amy Michelle Gratteau's credentials?

Amy Michelle Gratteau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Michelle Gratteau located?

Amy Michelle Gratteau is based in NEWPORT BEACH, California, working with CANTERBURY CONSULTING INCORPORATED. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Amy Michelle Gratteau charge for services?

Amy Michelle Gratteau's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANTERBURY CONSULTING INCORPORATED?

CANTERBURY CONSULTING INCORPORATED has approximately 72 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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