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Thomas Lee Hardin

CANTERBURY INVESTMENT MANAGEMENT, LLC·ZIONSVILLE, Indiana
Unclaimed Profile
23 E CEDAR ST, ZIONSVILLE, IN 46077CRD# 838414Firm CRD# 125680
01

About

Thomas Lee Hardin is a registered financial advisor based in ZIONSVILLE, Indiana, affiliated with CANTERBURY INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Nonprofits & Foundations
03

Firm Overview

Firm
CANTERBURY INVESTMENT MANAGEMENT, LLC
CANTERBURY INVESTMENT MANAGEMENT, LLC
AUM
$72M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CANTERBURY INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 838414
Firm CRD# 125680
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Lee Hardin offer?
Thomas Lee Hardin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ZIONSVILLE, Indiana for a consultation.
What are Thomas Lee Hardin's credentials?
Thomas Lee Hardin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Lee Hardin located?
Thomas Lee Hardin is based in ZIONSVILLE, Indiana, working with CANTERBURY INVESTMENT MANAGEMENT, LLC. Their office serves clients in the ZIONSVILLE metropolitan area and surrounding communities.
How does Thomas Lee Hardin charge for services?
Thomas Lee Hardin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANTERBURY INVESTMENT MANAGEMENT, LLC?
CANTERBURY INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Brian Joseph Brunner — CENTERPOINT WEALTH MANAGEMENT, LLCKimberly Jo Custer — WEALTH ADVISORY SOLUTIONS, LLCBraden Michael Leonard — BML CAPITAL MANAGEMENT, LLCBryan Charles Haft — WEALTH ADVISORY SOLUTIONS, LLCTyler Ray Needler — WEALTH ADVISORY SOLUTIONS, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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