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Canterbury Investment Management, Llc
Zionsville, Indiana
5.0
1 Review
Canterbury Investment Management, LLC is a small investment advisory firm based out of Zionsville, IN, with one office. With a total of four dedicated employees, three of whom provide investment advisory services, Canterbury Investment Management aims to deliver professional and personalized financial guidance to its clients.
With an average of approximately $114,240,000 in assets under management per investment advisor, Canterbury Investment Management's performance aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring ...see more
Assets Under Mgmt
$90.5M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Reviews for Canterbury Investment Management, Llc
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