Areas of Practice
Investment ManagementRetirement PlanningCharitable GivingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
167 clients
Average Client Portfolio
$44.3M average
Assets Under Management
$7.4B

Fee Structure

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Location

1200 Fifth Ave, Suite 1725, Seattle, WA, 98101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nolan works as an investment professional and advisor at Canterbury Asset Management (CAM) since July 2024. CAM provides investment advisory services similar to those offered by Canterbury Consulting, and Nolan's work for CAM is part of his overall work at Canterbury Consulting.

Employment History
Current Registrations
Canterbury Consulting Incorporated
February 2005 - Present · 21 yrs
Previous Registrations
Nicholas-Applegate Capital Management LLC
January 2000 - January 2005 · 5 yrs
State Registrations4 states
CAORUTWA
Advisor
Exams
No exam information available for this advisor.
Nolan C Wood - Financial Advisor | TrueAdvisor