Canterbury Consulting
Highly Engaged Employees
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
610 Newport Center Dr Ste 500, Newport B...Phone Number
(949) 721-9580Website
www.canterburyconsulting.comRevenue
$29.9 MillionIndustry
About Canterbury Consulting
Canterbury Consulting is an independent investment advisory firm that offers unbiased investment advice and customized portfolios. Their services include institutional advisory, outsourced discretionary management, and wealth management aimed at endowments, foundations, and family offices. With over three decades of experience, they emphasize a holistic and personalized approach to investment strategies. They manage approximately $52.4 billion in assets across three offices and prioritize understanding each client's unique organizational ecosystem.Explore more
SIC Code 62,628NAICS Code 52,523Show moreCanterbury Consulting Org Chart
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Canterbury Consulting is an independent investment advisory firm that offers unbiased investment advice and customized portfolios. Their services include institutional advisory, outsourced discretionary management, and wealth management aimed at endowments, foundations, and family offices. With over three decades of experience, they emphasize a hol... Read More