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Donald Robinson Cluck

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California
Unclaimed Profile
610 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 863902Firm CRD# 22875
01

About

Donald Robinson Cluck 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# 863902
Firm CRD# 22875
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Robinson Cluck offer?
Donald Robinson Cluck specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Donald Robinson Cluck's credentials?
Donald Robinson Cluck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Robinson Cluck located?
Donald Robinson Cluck 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 Donald Robinson Cluck charge for services?
Donald Robinson Cluck'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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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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