Canterbury Consulting
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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 AdvisementPRIMARY
- Wealth Management
Financial
Regulation
- Securities and Exchange Commission