CANTERBURY CONSULTING INCORPORATED
SEC Form ADV profile.
Total regulatory AUM
$45,876,499,615
Discretionary
$4,143,531,628
Non-discretionary
$41,732,967,987
Firm details
- CRD number
- 22875
- SEC file number
- 801-34756
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 64
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.