CANTERBURY INVESTMENT MANAGEMENT, LLC

23 E Cedar St
Zionsville, Indiana 46077
Tel: 317-732-2075

About CANTERBURY INVESTMENT MANAGEMENT, LLC

CANTERBURY INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as CANTERBURY INVESTMENT MANAGEMENT, LLC. The firm was established in 03/14/2003. They have over 1 offices throughout the country.

CANTERBURY INVESTMENT MANAGEMENT, LLC is a Zionsville, Indiana based Financial Planning firm with nearly $72,293,850 assets under management, offering retirement planning & investment advisory services to 109 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125680
SEC#	801-61876
Assets Managed by Firm	$72,293,850
No. of Clients	109
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	109	$72,293,850
Individuals (other than high net worth individuals)	36	$5,986,218
High net worth individuals	13	$42,933,531
Other investment advisers	4	$381,422

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