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Loren Asmus

Canterbury Consulting Inc.

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About Loren Asmus

Loren Asmus is an Investment Advisor Representative at Canterbury Consulting Inc. Loren is registered with the state of Tennessee as an Investment Advisor Representative. Loren has been in the financial services industry for more than 10 years and has previously worked at Canterbury Consulting Incorporated and Mutual Securities, Inc.. Loren is a Chartered Financial Analyst and has passed both Series 7 and Series 66 exams. Loren has experience working with high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Loren currently specializes in working with individuals and businesses, as well as pooled investment vehicles.

Firm Information

Loren Asmus is currently registered with Canterbury Consulting Inc.. Canterbury Consulting Inc. is a terminated corporation that was formed on May 28, 1988. The firm's main office was located in Newport Beach, CA. Canterbury Consulting Inc. provided investment advisory services, including pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm managed approximately $6.6 billion in assets for clients, including charitable organizations, high net worth individuals, and pooled investment vehicles.
Canterbury Consulting Inc.

610 NEWPORT CENTER DRIVE

NEWPORT BEACH, CA 92660-6404

$6.61B

Assets Under Management

62

Total Clients

23

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Loren Asmus’s Registration & Firm History

TN

07/21/2021 - Present

Canterbury Consulting Inc. (Gallatin TN)

CA

05/29/2013 - 10/22/2013

CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)

CA

06/19/2012 - 11/29/2012

MUTUAL SECURITIES, INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 06/29/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Loren Asmus.
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