ML
CFA
ML
CFA

Michael Scott Laven

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningCharitable GivingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
167 clients
Average Client Portfolio
$44.3M average
Assets Under Management
$7.4B

Fee Structure

Loading...

Location

610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Michael is a board member and involved in investment committees for the Orange County School of Arts Foundation since 2021, requiring minimal time. Since July 2024, Michael has also been employed as an investment professional and CEO at Canterbury Asset Management, a role included in his CEO position at Canterbury Consulting.

Employment History
Current Registrations
Canterbury Consulting Incorporated
March 2000 - Present · 25 yrs 11 mos
State Registrations3 states
AZCAWA
Advisor
Exams
No exam information available for this advisor.