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Amy Michelle Gratteau

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California
Unclaimed Profile
660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 2986612Firm CRD# 22875
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CANTERBURY CONSULTING INCORPORATED
CANTERBURY CONSULTING INCORPORATED
AUM
$6.6B
Regulatory assets under management
Employees
72
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2986612
Firm CRD# 22875
3 disclosures on file
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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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