DC
DC

Debashis Chowdhury

16 Years of Experience
1 Disclosure
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

610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404

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History

Regulatory History (1)
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Customer Dispute
October 2002
Settled
Other Business Activities

Debashis is a trustee for the Wescombe Family personal assets, serves on the investment committee of Sigma, Alpha Epsilon Foundation, and on the board of the Mission Hospital Foundation. He also began working as an investment advisor to the Gray Family Office in September 2024, dedicating minimal time to this role.

Employment History
Current Registrations
Canterbury Consulting Incorporated
October 2009 - Present · 16 yrs 4 mos
State Registrations3 states
AZCATX
Advisor
Exams
No exam information available for this advisor.
Debashis Chowdhury - Financial Advisor | TrueAdvisor