Assets Under Management
$7.4B
Number of Clients
167
Number of Advisors
22
Average Client AUM
$44.3M
AUM per Advisor
$336.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Canterbury Consulting manages customized investment programs for institutional and taxable investors, providing objective investment strategies, asset allocation, manager selection, risk management, implementation, and measurement. They also offer Family Office Services to private clients and family offices, considering their specific investment goals, cash flow needs, tax situation, and philanthropic goals.
610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404