Poorvi Parekh
Poorvi Parekh is a CFA-designated registered investment advisor at Canterbury Consulting Incorporated, based in Newport Beach, CA, with 21 years of industry experience. Poorvi 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
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.
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Since July 2024, Poorvi has been the Chief Compliance Officer (CCO) at Canterbury Asset Management (CAM), an investment advisory firm. Her work for CAM is included in her role as CCO at Canterbury Consulting Inc.
Employment History
Current Registrations
Canterbury Consulting Incorporated
State Registrations1 state
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