Christian Emmanuel Cruz

Canterbury Consulting Incorporated

5 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningCharitable GivingEstate PlanningHigh Net Worth

Canterbury Consulting Incorporated

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

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.

Employment History

Current Registrations

Canterbury Consulting Incorporated

August 2020 - Present · 5 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.