Investment adviser · CRD 109919

CANTERBURY WEALTH ADVISORS, LLC

Investment adviser filing (IA)

LAS VEGAS, NV, United States · Form ADV filed Mar 22, 2017

Regulatory AUM
$118M
Form ADV · Item 5.F
Client accounts
328
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 22, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4465 SOUTH JONES BOULEVARD
LAS VEGAS, NV, 89103, United States

CRD 109919

Filing source

Form ADV 1086475 · Mar 22, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.