Canterbury Consulting Incorporated
Legal Name: CANTERBURY CONSULTING INCORPORATED
Full Contact Details
Canterbury Consulting Incorporated
610 NEWPORT CENTER DRIVE, SUITE 500, NEWPORT BEACH, CA
949-721-9580
949-721-9973
Other Info
Canterbury Consulting Incorporated, legally known as Canterbury Consulting Incorporated, is a California-based firm with 58 employees. Among them, 19 occupy advisory roles, providing expert guidance to 66 clients. Having obtained SEC approval in 1989, the firm is renowned for its financial consulting expertise.
Independent Investment Advisory Firm | Canterbury Consulting
Unbiased investment advice and custom portfolios, institutional advisory and outsourced CIO services for endowments and foundations and wealth management for families
Direct Owners
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DEBASHIS CHOWDHURY
PRESIDENT owns more than 5% but less than 10%
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DONALD ROBINSON CLUCK
CHAIRMAN owns more than 25% but less than 50%
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JERRY III MONTGOMERY
MANAGING DIRECTOR owns more than 10% but less than 25%
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MICHAEL SCOTT LAVEN
CHIEF EXECUTIVE OFFICER owns more than 10% but less than 25%
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POORVI RAJEN PAREKH
DIRECTOR OF OUTSOURCED INVESTMENTS/CHIEF COMPLIANCE OFFICER (CCO) owns more than 5% but less than 10%
Custodians
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SILICON VALLEY BANK
United States