


Canterbury Consulting Revenue
Investment Management • Newport Beach, California, United States • 51-100 Employees
Canterbury Consulting revenue & valuation
| Annual revenue | $14,500,000 |
| Revenue per employee | $148,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $46,400,000 |
| Total funding | No funding |
Key Contact at Canterbury Consulting
Company overview
| Headquarters | 610 Newport Center Drive, Suite 500, Newport Beach, California 92660, US |
| Phone number | +19497219580 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Founded | 1988 |
| Employees | 51-100 |
| Socials |
Canterbury Consulting Email Formats
Canterbury Consulting uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@canterburyconsulting.com), used 78.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@canterburyconsulting.com | 78.9% |
{last name}{last name} | doedoe@canterburyconsulting.com | 13.2% |
{first name} | john@canterburyconsulting.com | 2.6% |
{first name}{last name} | johndoe@canterburyconsulting.com | 2.6% |
{last name} | doe@canterburyconsulting.com | 2.6% |
About Canterbury Consulting
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Canterbury Consulting has 39 employees across 7 departments.
Departments
Number of employees
Funding Data
Canterbury Consulting has never raised funding before.
Canterbury Consulting Tech Stack
Discover the technologies and tools that power Canterbury Consulting's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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