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Mason Cole Sorenson

Canterbury Consulting Inc.

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About Mason Cole Sorenson

Mason Sorenson is a registered Investment Advisor Representative in California with Canterbury Consulting Inc.. Mason has been working in the financial services industry since 2017 and is experienced in portfolio management for individuals, businesses, and pooled investment vehicles. Mason holds a Series 65 license and has been licensed as an Investment Advisor Representative in California since May 2, 2024. Canterbury Consulting Inc. is a Registered Investment Advisor with a long history of working with high net worth individuals, charitable organizations, and pooled investment vehicles. They specialize in portfolio management, financial planning, and pension consulting.

Firm Information

Mason Sorenson 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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Mason Sorenson’s Registration & Firm History

CA

05/02/2024 - Present

Canterbury Consulting Inc. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 05/01/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mason Cole Sorenson.
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