Brandon
Bischof
Canterbury Investment Management, LLC
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About this Advisor
Brandon Bischof is a financial advisor based out of Zionsville, Indiana with a total of 4 years of relevant experience. Bischof works at Canterbury Investment Management, LLC. Bischof has gained experience at Canterbury Investment Management, West Chase Golf Club, Kmart, Northwest Hendricks School Corporation-Student and Xavier University. Bischof maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Indiana. Canterbury Investment Management, LLC is a financial advisory firm that has its headquarters in Zionsville, IN. It controls $91 million in assets under management across its 386 accounts, making it one of the smaller firms in the country by assets under management. Of its 386 client accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a broad range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors are based on which service is provided. Fee types charged by Canterbury Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Canterbury Investment Management, LLC Brokerage Details
$90,500,165
4
386
$234,456
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Brandon Bischof Work History
Brandon has been registered as a financial advisor for 4 years.*
Canterbury Investment Management
West Chase Golf Club
Xavier University
Kmart
Northwest Hendricks School Corporation-Student
*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 Brandon Bischof 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 Investment Management, LLC
Zionsville, IN
Zionsville, IN
Zionsville, IN
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