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Michael Brian Ethridge

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California
CANTERBURY CONSULTING INCORPORATED
610 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 6293285Firm CRD# 22875

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Brian Ethridge · NEWPORT BEACH, CA
Registration
CRD #6293285 · CANTERBURY CONSULTING INCORPORATED
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Michael Brian Ethridge 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
Introduction

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03

Firm Overview

Firm
CANTERBURY CONSULTING INCORPORATED
CANTERBURY CONSULTING INCORPORATED
AUM
$6.6B
Regulatory assets under management
Employees
72
Total firm employees
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# 6293285
Firm CRD# 22875
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Brian Ethridge offer?
Michael Brian Ethridge specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Michael Brian Ethridge's credentials?
Michael Brian Ethridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Brian Ethridge located?
Michael Brian Ethridge 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 Michael Brian Ethridge charge for services?
Michael Brian Ethridge'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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