Canterbury Consulting
Likely to Engage tag.Highly Engaged Employees

Finance · California, United States · 51-200 Employees

View Company Info for Free

Overview

Headquarters

610 Newport Center Dr Ste 500, Newport B...

Phone Number

(949) 721-9580

Revenue

$29.9 Million

Industry

Finance Securities Trading

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
Canterbury Consulting's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Canterbury Consulting Org Chart

PhoneEmail
GG
United States flag for contact location.

President

PhoneEmail
DC
United States flag for contact location.

President

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Canterbury Consulting

Compare insights from companies similar to Canterbury Consulting, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Canterbury Consulting

$29.9M
51-200
Private
<$5M
1988
$72.5M
51-200
Private
-
1994
FH
Frederick HallChairman & CEO
$37.6M
201-500
Private
<$5M
1978
$23.6M
11-50
Private
-
1991
SL
Stuart LangChief Financial Officer
$21.2M
51-200
Private
-
1988
Geoffrey Trzepacz, Chief Operating Officer at Hirtle Callaghan & Co.
Geoffrey TrzepaczChief Operating Officer
$20M
51-200
Private
-
1988
AF
Anthony FestaChief Operating Officer
$16.7M
51-200
Private
-
1981
Illustration of an envelope

Canterbury Consulting Tech Stack

A closer look at the technologies used by Canterbury Consulting

Top Finance Companies

Frequently Asked Questions Regarding Canterbury Consulting

What is Canterbury Consulting's official website?
Canterbury Consulting's official website is www.canterburyconsulting.com
What is Canterbury Consulting's Revenue?
Canterbury Consulting's revenue is $29.9 Million
What is Canterbury Consulting's SIC code?
Canterbury Consulting's SIC: 62,628
What is Canterbury Consulting's NAICS code?
Canterbury Consulting's NAICS: 52,523
How many employees does Canterbury Consulting have?
Canterbury Consulting has 51-200 employees
What industry does Canterbury Consulting belong to?
Canterbury Consulting is in the industry of: Finance, Securities Trading
What is Canterbury Consulting competition?
Canterbury Consulting top competitors include: Fund Evaluation Group, Hirtle Callaghan & Co., Meketa Investment Group, Arnerich Massena
What technology does Canterbury Consulting use?
Some of the popular technologies that Canterbury Consulting uses are: goo.gl, DocuSign, reCAPTCHA, Google Universal Analytics
How do I contact Canterbury Consulting?
Canterbury Consulting contact info: Phone number: (949) 721-9580 Website: www.canterburyconsulting.com
What does Canterbury Consulting do?

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... istic 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.Read More

What are Canterbury Consulting social media links?
Canterbury Consulting Linkedin page Canterbury Consulting Twitter page
Is Canterbury Consulting a public company?
Canterbury Consulting is private company therefore does not currently have an official ticker symbol
See more information about Canterbury Consulting

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.