Unclaimed Profile

Sean Touhey

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California

CANTERBURY CONSULTING INCORPORATED

660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 4709448Firm CRD# 22875

Profile Verification

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

Identity

Sean Touhey · NEWPORT BEACH, CA

Registration

CRD #4709448 · CANTERBURY CONSULTING INCORPORATED

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Sean Touhey 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# 4709448

Firm CRD# 22875

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sean Touhey offer?

Sean Touhey specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Sean Touhey's credentials?

Sean Touhey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Touhey located?

Sean Touhey 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 Sean Touhey charge for services?

Sean Touhey'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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