Bank / Wealth / Trust

Canterbury Consulting Incorporated

Canterbury Consulting, established in 1988, is a California-based wealth manager and registered investment adviser. It provides wealth management, investment management, family office, and portfolio management services.

Canterbury Consulting Incorporated

Canterbury Consulting, established in 1988, is a California-based wealth manager and registered investment adviser. It provides wealth management, investment management, family office, and portfolio management services. The wealth manager advises endowments, foundations, retirement plans, individuals, and family offices.

General information

Firm type

Bank / Wealth / Trust

Year founded

1988

AUM

Location

Region

Country

City

Newport Beach

Corporate office

610 Newport Center Drive Suite 500

Frequently asked questions

What is Canterbury Consulting Incorporated?

Canterbury Consulting Incorporated is a bank / wealth / trust headquartered in Newport Beach.

When was Canterbury Consulting Incorporated founded?

Canterbury Consulting Incorporated was founded in 1988.

Where is Canterbury Consulting Incorporated headquartered?

Canterbury Consulting Incorporated is headquartered in Newport Beach.

What does Altss track for Canterbury Consulting Incorporated?

Altss maintains an OSINT-verified profile of Canterbury Consulting Incorporated covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Canterbury Consulting Incorporated's website?

Canterbury Consulting Incorporated's public website is www.canterburyconsulting.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Canterbury Consulting Incorporated?

Canterbury Consulting Incorporated is classified by Altss as a Bank / Wealth / Trust.

How does Altss source intelligence on Canterbury Consulting Incorporated?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Canterbury Consulting Incorporated?

Canterbury Consulting Incorporated's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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