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6
Followers on Owler
Canterbury Consulting
is an investment advisory firm that provides asset allocation, performance and risk management, and implementation services...
Read more
Overview
Competitors
Funding
News & Insights
Canterbury Consulting
is an investment advisory firm that provides asset allocation, performance and risk management, and implementation services...
Read more
CEO
Michael Laven
CEO Approval Rating
90/100
Weigh In
1988
Newport Beach
California
Los Angeles Metropolitan Area
Private
Banking, Financial Services and Insurance
Diversified Financial Services
Asset & Investment Management
6411
6199
NAICS listing
https://www.canterburyconsulting.com/
Est. Annual Revenue
$5.0-25M
Agree?
Yes
No
Est. Employees
25-100
Agree?
Yes
No
Funding
$59.5M
News
Latest News
Jan 18, 2021
PR Newswire
Press Release: Canterbury Consulting : Canterbury Consulting To Host Virtual Annual Investment Forum January 21, 2021
Oct 26, 2020
Orange County Business Journal
Canterbury Consulting, Inc.: Canterbury Emphasizes Teamwork to Manage Stress
Jun 15, 2020
Orange County Business Journal
Canterbury Consulting: Canterbury Raising $82M for Equity Fund
Feb 03, 2020
PR Newswire
Press Release: Canterbury : Financial Experts Share Insights At Canterbury Consulting's 2020 Investment Forum
Aug 07, 2019
PRLog
Press Release: Canterbury : Canterbury Consulting And Uc Irvine Teach Oc Underserved Kids Financial Literacy
Jan 14, 2019
Hedgeweek
Canterbury: EnTrustPermal to create first hedge fund of fund investment solution for Canterbury Consulting clients
Jan 11, 2019
StreetInsider
Press Release: Canterbury : Canterbury Consulting And EnTrustPermal Collaborate To Create First Hedge Fund Of Fund Investment Solution For Canterbury's Clients
Jan 03, 2019
StreetInsider
Press Release: Canterbury : Canterbury Consulting 2019 Investment Forum To Focus On Environmental, Social And Governance Investing
Dec 07, 2018
Insitutional Asset Manager
Canterbury: Canterbury Consulting selects Canoe Intelligence to automate fund data entry
Jan 24, 2018
PR Newswire
Press Release: Canterbury Consulting : Canterbury Consulting Hosts 2018 Investment Forum
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