Canterbury Consulting Incorporated is a large advisory firm based in Newport Beach. It manages $3.73 billion of regulatory assets for 4,040 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, California, Florida, and 6 other states.
Canterbury Consulting Incorporated provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and advice on matters not involving securities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Canterbury Consulting Incorporated is $3.73 billion. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Canterbury Consulting Incorporated for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Donald Robinson Cluck is charitable organizations with 69 clients and $2.64 billion of assets under management. Among the 8 most similar advisory firms, Canterbury Consulting Incorporated has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $3.73 billion for 183 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 4% of the firm’s clients are foreign persons or businesses.
Canterbury Consulting Incorporated also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 58 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 19 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Donald Robinson Cluck has been acting as President since 1 Oct 2009. Debashis Chowdhury joined the executive team most recently as the President.
The principal office where Canterbury Consulting Incorporated performs its advisory services is located at 610 Newport Center Drive, Newport Beach, CA 92660 6404, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-721-9580 or by fax 949-721-9973. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at canterburyconsulting.com and its LinkedIn profile.