Christian
Cruz
Canterbury Consulting Inc
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About this Advisor
Christian Cruz is a financial advisor based in Newport Beach, California, working with Canterbury Consulting Inc. Christian has previously held positions at Canterbury Consulting, Beacon Economics, and the University of California, Irvine. Christian has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Christian is part of Canterbury Consulting Inc, which operates out of Newport Beach, California. The firm has 3 offices and 72 employees. The firm manages assets totaling $6.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Canterbury Consulting Inc includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Canterbury Consulting Inc Brokerage Details
$6,614,738,141
72
4,358
$1,517,838
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Christian Cruz Work History
Canterbury Consulting
University Of California, Irvine
Beacon Economics
Disclosures
Please visit the SEC profile of Christian Cruz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Canterbury Consulting Inc
Newport Beach, CA
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Gallatin, TN
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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