Overview

Canterbury Consulting

Information by Research Trustfinance

https://www.canterburyconsulting.com/

Founded in 1988, Canterbury Consulting is an employee-owned investment advisory firm headquartered in Newport Beach, California. The firm provides consulting services to a diverse client base, including endowments, foundations, healthcare organizations, and high-net-worth families. Its mission is to deliver customized and objective investment advice, helping clients manage their financial assets and build a legacy of stewardship by acting as a trusted fiduciary.


Industry

    Financial

  • Financial AdvisementPRIMARY
  • Wealth Management

Regulation

  • Securities and Exchange Commission