Debashis Chowdhury

Canterbury Consulting Incorporated

16 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningCharitable GivingEstate PlanningHigh Net Worth

Canterbury Consulting Incorporated

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

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

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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.