CANTERBURY CONSULTING INCORPORATED

NEWPORT BEACH, California·14 registered advisors·CRD# 22875
SEC# 801-347564949-721-9580
01

Firm Overview

AUM
$6.6B
Regulatory assets under management
Employees
72
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at CANTERBURY CONSULTING INCORPORATED

14 registered advisors
Aaron Davis Jett
NEWPORT BEACH, California
CFPChFC
Adele Hughes Berwanger
NEWPORT BEACH, California
Alexander Joseph Cochran
NEWPORT BEACH, California
Debashis Chowdhury
NEWPORT BEACH, California
Donald Robinson Cluck
NEWPORT BEACH, California
Jason Eric Levey
NEWPORT BEACH, California
Jerry Dale Iii Montgomery
NEWPORT BEACH, California
Kenneth Peter Krueger
NEWPORT BEACH, California
Mark August Mittmann
NEWPORT BEACH, California
Michael Scott Laven
NEWPORT BEACH, California
Nolan C Wood
NEWPORT BEACH, California
CFA
Ryan Michael Quinn
NEWPORT BEACH, California
Sean Touhey
NEWPORT BEACH, California
Trevor Michael Schuesler
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
14 advisors

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Data sourced from SEC Form ADV filings. CANTERBURY CONSULTING INCORPORATED (CRD# 22875) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.