CANTERBURY CONSULTING INCORPORATED

610 Newport Center Drive
Suite 500
Newport Beach, California 92660-6404
Tel: 949-721-9580

About CANTERBURY CONSULTING INCORPORATED

CANTERBURY CONSULTING INCORPORATED, formally registered with the SEC as CANTERBURY CONSULTING INCORPORATED. The firm was established in 09/07/1989. They have over 5 offices throughout the country.

CANTERBURY CONSULTING INCORPORATED is a Newport Beach, California based Financial Planning firm with nearly $6,614,738,141 assets under management, offering retirement planning & investment advisory services to 4358 clients. The firm is staffed with 72 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	22875
SEC#	801-34756
Assets Managed by Firm	$6,614,738,141
No. of Clients	4358
No. of Advisors	72

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4358	$6,614,738,141
High net worth individuals	105	$1,598,890,409
Pension and profit sharing plans	1	$151,645,708
Charitable organizations	75	$3,546,824,487

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
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