Debashis Chowdhury
Debashis Chowdhury is a registered investment advisor at Canterbury Consulting Incorporated, based in Newport Beach, CA, with 16 years of industry experience. Debashis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 167 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Canterbury Consulting offers investment advice and management services, with fees based on a percentage of the value of your investments. The percentage charged varies depending on the service platform used: Advisory Services, Outsourced CIO Services, or Family Office Services. The more assets Canterbury manages for you, the lower the percentage you'll pay. There is also a minimum fee that applies, which is subject to negotiation.
Location
610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404
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Regulatory History (1)
Customer Dispute
October 2002Other Business Activities
Debashis is a trustee for the Wescombe Family personal assets, serves on the investment committee of Sigma, Alpha Epsilon Foundation, and on the board of the Mission Hospital Foundation. He also began working as an investment advisor to the Gray Family Office in September 2024, dedicating minimal time to this role.
Employment History
Current Registrations
Canterbury Consulting Incorporated
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.