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Anthony Amador is an investment advisor representative with Canterbury Consulting Inc. Anthony has been in the industry since 2017, and holds the Chartered Financial Analyst designation. Anthony currently holds an active Investment Advisor Representative registration in California. Anthony specializes in Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, and Selection of Other Advisors. Canterbury Consulting Inc. is a firm that offers portfolio management for businesses and individuals, as well as pension consulting. The firm manages over $6 billion in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/01/2025 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
Active
Inactive
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