Michael
Laven
Canterbury Consulting Inc
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About this Advisor
Michael Laven is a chartered financial analyst working in Newport Beach, California with 23 years of industry experience. Laven currently works for Canterbury Consulting Inc. During their career, Laven has held roles at Canterbury Capital Services, Inc and Canterbury Consulting, Inc. Laven maintains a Series 63 license, certifying them as a securities representative, and is able to operate in Arizona, California and Washington. Canterbury Consulting Inc is an advisory firm operating out of Newport Beach, CA. The company has offices in three locations and a total of 67 employees. It controls $5 billion in assets between its 4,283 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 52 charitable organizations. Of its 4,283 accounts, 64% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Canterbury Consulting Inc offers a wide set of services, including 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. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Canterbury Consulting Inc can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Canterbury Consulting Inc Brokerage Details
$5,387,928,944
67
4,283
$1,257,980
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
Michael Laven Work History
Michael has been registered as a financial advisor for 23 years.*
Canterbury Consulting, Inc
Canterbury Capital Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Laven 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
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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