Daniel Janowiak is a registered investment advisor at Canterbury Consulting Incorporated, based in Newport Beach, CA, with 20 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 167 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Canterbury Consulting offers investment advice and management services, with fees based on a percentage of the value of your investments. The percentage charged varies depending on the service platform used: Advisory Services, Outsourced CIO Services, or Family Office Services. The more assets Canterbury manages for you, the lower the percentage you'll pay. There is also a minimum fee that applies, which is subject to negotiation.
Location
610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Canterbury Consulting Incorporated
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
March Capital CORP.Broker
Frontier Solutions, LLCBroker
Reality Shares Advisors, LLC
Alps Distributors, INC.Broker
Private Asset Management INC
Allianz Global Investors Capital LLC
Allianz Global Investors Distributors LLCBroker
Nicholas-Applegate Capital Management LLC
Nicholas-Applegate Securities LLCBroker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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